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Ahrens Investment Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$32.1K Buy
+1,260
New +$29.8K 0.02% 393
2022
Q3 		– Sell
-1,260
Closed -$27K – 410
2022
Q2 		$27K Hold
1,260
– – 0.01% 442
2022
Q1 		$38K Sell
1,260
-2,600
-67% -$77.9K 0.01% 452
2021
Q4 		$134K Buy
+3,860
New +$134K 0.06% 245

Other funds holding FBCG

GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ahrens Investment Partners's FBCG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q1 2023: 1,260 shares worth $32.1K. The stake represents 0.02% of the portfolio and ranks #393 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FBCG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FBCG in Q4 2021 and has held it in 4 quarters since. The position peaked at $134K in Q4 2021. 59 funds tracked by Wall St. Rank hold FBCG as of Q1 2023.

  • Ahrens Investment Partners held 1,260 shares of Fidelity Blue Chip Growth ETF worth $32.1K as of Q1 2023.
  • Fidelity Blue Chip Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Fidelity Blue Chip Growth ETF made up 0.02% of Ahrens Investment Partners's portfolio in Q1 2023, its #393 holding.
  • Ahrens Investment Partners first reported a position in Fidelity Blue Chip Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Fidelity Blue Chip Growth ETF position peaked at $134K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.