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FBCG icon

55I LLC’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

55I LLC’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5.26M Buy
245,192
+11,187
+5% +$268K 0.15% 99
2022
Q2 		$5.08M Buy
+234,005
New +$5.86M 0.14% 102

Other funds holding FBCG

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $555M AUM 27.99% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

55I LLC's FBCG Position: Q3 2022 in Review

55I LLC increased its Fidelity Blue Chip Growth ETF (FBCG) stake by 4.8% in Q3 2022, buying an estimated $268K and bringing the position to 245,192 shares worth $5.26M. The position accounts for 0.15% of the portfolio, ranked #99.

55I LLC first reported a position in FBCG in Q2 2022 and has held it in 2 quarters since. 44 funds tracked by Wall St. Rank hold FBCG as of Q3 2022.

  • 55I LLC held 245,192 shares of Fidelity Blue Chip Growth ETF worth $5.26M as of Q3 2022.
  • 55I LLC bought 11,187 Fidelity Blue Chip Growth ETF shares in Q3 2022, an estimated $268K.
  • Fidelity Blue Chip Growth ETF made up 0.15% of 55I LLC's portfolio in Q3 2022, its #99 holding.
  • 55I LLC first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and has held it in 2 quarters since.
  • 44 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.