Avidian Wealth Enterprises’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-7,800	Closed	-$270K	–	522
2021 Q4	$270K	Hold	7,800	–	–	0.02%	429
2021 Q3	$254K	Hold	7,800	–	–	0.02%	323
2021 Q2	$254K	Hold	7,800	–	–	0.02%	330
2021 Q1	$228K	Hold	7,800	–	–	0.02%	326
2020 Q4	$223K	Buy	+7,800	New	+$207K	0.02%	285

Other funds holding FBCG

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Avidian Wealth Enterprises's FBCG Position: Q1 2022 in Review

Avidian Wealth Enterprises sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2022, closing a stake of 7,800 shares — an estimated $270K sold.

Avidian Wealth Enterprises first reported a position in FBCG in Q4 2020 and held it in 5 quarters. The position peaked at $270K in Q4 2021. 47 funds tracked by Wall St. Rank hold FBCG as of Q1 2022.

Avidian Wealth Enterprises reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2022 after selling out during the quarter.
Avidian Wealth Enterprises sold 7,800 Fidelity Blue Chip Growth ETF shares in Q1 2022, an estimated $270K.
Avidian Wealth Enterprises first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and held it in 5 quarters.
Avidian Wealth Enterprises's Fidelity Blue Chip Growth ETF position peaked at $270K in Q4 2021.
47 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2022.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2022, filed 10 May 2022.