Sowell Financial Services’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Sowell Financial Services’s Portfolio FCOM Stock Details FCOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-11,907	Closed	-$436K	–	638
2023 Q1	$436K	Buy	+11,907	New	+$415K	0.03%	469
2021 Q2	–	Sell	-1,570	Closed	-$81K	–	1237
2021 Q1	$81K	Hold	1,570	–	–	﹤0.01%	1464
2020 Q4	$71K	Hold	1,570	–	–	﹤0.01%	1275
2020 Q3	$61K	Hold	1,570	–	–	﹤0.01%	1145
2020 Q2	$55K	Hold	1,570	–	–	﹤0.01%	1141
2020 Q1	$46K	Hold	1,570	–	–	﹤0.01%	1086
2019 Q4	$56K	Sell	1,570 -1,183	-43%	-$40.7K	﹤0.01%	1122
2019 Q3	$91K	Buy	+2,753	New	+$92.8K	0.01%	856
2017 Q1	–	Sell	-2,476	Closed	-$77K	–	351
2016 Q4	$77K	Buy	+2,476	New	+$74.6K	0.03%	291

Other funds holding FCOM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sowell Financial Services's FCOM Position: Q2 2023 in Review

Sowell Financial Services sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2023, closing a stake of 11,907 shares — an estimated $436K sold.

Sowell Financial Services first reported a position in FCOM in Q4 2016 and held it in 9 quarters. The position peaked at $436K in Q1 2023. 124 funds tracked by Wall St. Rank hold FCOM as of Q2 2023.

Sowell Financial Services reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 11,907 Fidelity MSCI Communication Services Index ETF shares in Q2 2023, an estimated $436K.
Sowell Financial Services first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's Fidelity MSCI Communication Services Index ETF position peaked at $436K in Q1 2023.
124 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.