Welch Capital Partners’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Welch Capital Partners’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 Q1	–	Sell	-8,100	Closed	-$252K	–	23
2022 Q4	$252K	Hold	8,100	–	–	0.08%	27
2022 Q3	$253K	Hold	8,100	–	–	0.08%	27
2022 Q2	$288K	Hold	8,100	–	–	0.09%	28
2022 Q1	$368K	Hold	8,100	–	–	0.09%	23
2021 Q4	$416K	Buy	+8,100	New	+$427K	0.09%	22

Other funds holding FCOM

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Welch Capital Partners's FCOM Position: Q1 2023 in Review

Welch Capital Partners sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q1 2023, closing a stake of 8,100 shares — an estimated $252K sold.

Welch Capital Partners first reported a position in FCOM in Q4 2021 and held it in 5 quarters. The position peaked at $416K in Q4 2021. 122 funds tracked by Wall St. Rank hold FCOM as of Q1 2023.

Welch Capital Partners reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q1 2023 after selling out during the quarter.
Welch Capital Partners sold 8,100 Fidelity MSCI Communication Services Index ETF shares in Q1 2023, an estimated $252K.
Welch Capital Partners first reported a position in Fidelity MSCI Communication Services Index ETF in Q4 2021 and held it in 5 quarters.
Welch Capital Partners's Fidelity MSCI Communication Services Index ETF position peaked at $416K in Q4 2021.
122 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q1 2023.

Based on Welch Capital Partners's 13F filing for Q1 2023, filed 11 May 2023.