Summit Place Financial Advisors’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Summit Place Financial Advisors’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
2022 Q2	–	Sell	-4,575	Closed	-$208K	–	104
2022 Q1	$208K	Sell	4,575 -3,015	-40%	-$140K	0.14%	104
2021 Q4	$390K	Sell	7,590 -260	-3%	-$13.7K	0.27%	84
2021 Q3	$419K	Sell	7,850 -925	-11%	-$51K	0.31%	78
2021 Q2	$478K	Sell	8,775 -1,050	-11%	-$54.8K	0.35%	76
2021 Q1	$485K	Sell	9,825 -2,125	-18%	-$103K	0.39%	76
2020 Q4	$544K	Sell	11,950 -1,225	-9%	-$51.8K	0.47%	65
2020 Q3	$508K	Sell	13,175 -875	-6%	-$33.7K	0.51%	64
2020 Q2	$496K	Buy	14,050 +3,325	+31%	+$112K	0.78%	39
2020 Q1	$311K	Buy	+10,725	New	+$369K	0.66%	38

Other funds holding FCOM

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

FSC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Place Financial Advisors's FCOM Position: Q2 2022 in Review

Summit Place Financial Advisors sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q2 2022, closing a stake of 4,575 shares — an estimated $208K sold.

Summit Place Financial Advisors first reported a position in FCOM in Q1 2020 and held it in 9 quarters. The position peaked at $544K in Q4 2020. 110 funds tracked by Wall St. Rank hold FCOM as of Q2 2022.

Summit Place Financial Advisors reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q2 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 4,575 Fidelity MSCI Communication Services Index ETF shares in Q2 2022, an estimated $208K.
Summit Place Financial Advisors first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2020 and held it in 9 quarters.
Summit Place Financial Advisors's Fidelity MSCI Communication Services Index ETF position peaked at $544K in Q4 2020.
110 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q2 2022.

Based on Summit Place Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.