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Spire Wealth Management’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Spire Wealth Management’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
Q3 		– Sell
-400
Closed -$16.1K – 2390
2023
Q2 		$16.1K Buy
+400
New +$15.2K ﹤0.01% 1661
2022
Q1 		– Sell
-550
Closed -$28K – 2638
2021
Q4 		$28K Buy
+550
New +$29K ﹤0.01% 1986

Other funds holding FCOM

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Spire Wealth Management's FCOM Position: Q3 2023 in Review

Spire Wealth Management sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q3 2023, closing a stake of 400 shares — an estimated $16.1K sold.

Spire Wealth Management first reported a position in FCOM in Q4 2021 and held it in 2 quarters. The position peaked at $28K in Q4 2021. 127 funds tracked by Wall St. Rank hold FCOM as of Q3 2023.

  • Spire Wealth Management reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 400 Fidelity MSCI Communication Services Index ETF shares in Q3 2023, an estimated $16.1K.
  • Spire Wealth Management first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2021 and held it in 2 quarters.
  • Spire Wealth Management's Fidelity MSCI Communication Services Index ETF position peaked at $28K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.