Avior Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Avior Wealth Management’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 Q1	–	Sell	-3,500	Closed	-$162K	–	1266
2024 Q4	$162K	Hold	3,500	–	–	0.01%	762
2024 Q3	$150K	Hold	3,500	–	–	0.01%	770
2024 Q2	$149K	Hold	3,500	–	–	0.01%	756
2024 Q1	$135K	Hold	3,500	–	–	0.01%	838
2023 Q4	$117K	Hold	3,500	–	–	0.01%	591
2023 Q3	$101K	Buy	3,500 +2,500	+250%	+$75.3K	0.01%	621
2023 Q2	$29.8K	Buy	+1,000	New	+$26.8K	﹤0.01%	864

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avior Wealth Management's FBCG Position: Q1 2025 in Review

Avior Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2025, closing a stake of 3,500 shares — an estimated $162K sold.

Avior Wealth Management first reported a position in FBCG in Q2 2023 and held it in 7 quarters. The position peaked at $162K in Q4 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

Avior Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 3,500 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $162K.
Avior Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2023 and held it in 7 quarters.
Avior Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $162K in Q4 2024.
197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.