AWS
FBCG icon

Atria Wealth Solutions’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$294K Sell
6,090
-57,180
-90% -$2.44M 0.01% 1163
2025
Q1 		$2.53M Sell
63,270
-1,032
-2% -$46.7K 0.03% 551
2024
Q4 		$2.97M Sell
64,302
-1,169
-2% -$53K 0.03% 507
2024
Q3 		$2.8M Buy
65,471
+43
+0.1% +$1.78K 0.03% 516
2024
Q2 		$2.78M Buy
65,428
+7,209
+12% +$285K 0.03% 520
2024
Q1 		$2.24M Sell
58,219
-7,777
-12% -$281K 0.03% 593
2023
Q4 		$2.2M Buy
65,996
+5,727
+10% +$176K 0.03% 576
2023
Q3 		$1.75M Buy
60,269
+4,757
+9% +$143K 0.02% 608
2023
Q2 		$1.65M Buy
55,512
+284
+0.5% +$7.62K 0.02% 639
2023
Q1 		$1.41M Buy
55,228
+8,371
+18% +$198K 0.02% 678
2022
Q4 		$988K Buy
+46,857
New +$1.03M 0.02% 755

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return