Whalerock Point Partners, LLC Fidelity Covington Tr Msci Com Transaction History

Whalerock Point Partners, LLC

$353 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Jan 16, 2018	SELL	$29.53 - $33.18 $286,500 - $321,912	-9,702 Closed	0 $0
Q3 2017 Oct 31, 2017	BUY	$32.29 - $32.49 $313,277 - $315,217	9,702	9,702 $313,000

Others Institutions Holding FCOM

# of Institutions

142

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

4.71M
Shares

$251 Million
0.05% of portfolio
Lido Advisors, LLC Los Angeles, CA

1.8M
Shares

$96 Million
0.53% of portfolio
Northwestern Mutual Wealth Management CO

1.14M
Shares

$60.8 Million
0.06% of portfolio
Morgan Stanley New York, NY

365K
Shares

$19.5 Million
0.0% of portfolio
Full Sail Capital, LLC Oklahoma City, OK

270K
Shares

$14.4 Million
0.93% of portfolio

About FIDELITY COVINGTON TR MSCI COM

Ticker FCOM
Sector ETFs
Industry ETFs

More about FCOM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalerock Point Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whalerock Point Partners, LLC with notifications on news.