Whittier Trust’s Fidelity MSCI Communication Services Index ETF FCOM Stock Holding History

Whittier Trust’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 Q4	–	Sell	-500	Closed	-$16K	–	1653
2022 Q3	$16K	Sell	500 -150	-23%	-$5.42K	﹤0.01%	1244
2022 Q2	$23K	Sell	650 -350	-35%	-$13.8K	﹤0.01%	1135
2022 Q1	$45K	Hold	1,000	–	–	﹤0.01%	999
2021 Q4	$51K	Hold	1,000	–	–	﹤0.01%	974
2021 Q3	$53K	Hold	1,000	–	–	﹤0.01%	916
2021 Q2	$54K	Hold	1,000	–	–	﹤0.01%	938
2021 Q1	$49K	Buy	+1,000	New	+$48.3K	﹤0.01%	933

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

BFA

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

Whittier Trust's FCOM Position: Q4 2022 in Review

Whittier Trust sold out of Fidelity MSCI Communication Services Index ETF (FCOM) in Q4 2022, closing a stake of 500 shares — an estimated $16K sold.

Whittier Trust first reported a position in FCOM in Q1 2021 and held it in 7 quarters. The position peaked at $54K in Q2 2021. 113 funds tracked by Wall St. Rank hold FCOM as of Q4 2022.

Whittier Trust reported no remaining Fidelity MSCI Communication Services Index ETF position as of Q4 2022 after selling out during the quarter.
Whittier Trust sold 500 Fidelity MSCI Communication Services Index ETF shares in Q4 2022, an estimated $16K.
Whittier Trust first reported a position in Fidelity MSCI Communication Services Index ETF in Q1 2021 and held it in 7 quarters.
Whittier Trust's Fidelity MSCI Communication Services Index ETF position peaked at $54K in Q2 2021.
113 funds tracked by Wall St. Rank held Fidelity MSCI Communication Services Index ETF as of Q4 2022.

Based on Whittier Trust's 13F filing for Q4 2022, filed 25 Jan 2023.