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AXS Investments’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

AXS Investments’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
2021
Q3 		– Sell
-18,000
Closed -$586K – 145
2021
Q2 		$586K Buy
+18,000
New +$552K 0.18% 104

Other funds holding FBCG

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WAM
WNY Asset Management Williamsville, New York $1.12B AUM
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

AXS Investments's FBCG Position: Q3 2021 in Review

AXS Investments sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2021, closing a stake of 18,000 shares — an estimated $586K sold.

AXS Investments first reported a position in FBCG in Q2 2021 and held it in 1 quarter. The position peaked at $586K in Q2 2021. 38 funds tracked by Wall St. Rank hold FBCG as of Q3 2021.

  • AXS Investments reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2021 after selling out during the quarter.
  • AXS Investments sold 18,000 Fidelity Blue Chip Growth ETF shares in Q3 2021, an estimated $586K.
  • AXS Investments first reported a position in Fidelity Blue Chip Growth ETF in Q2 2021 and held it in 1 quarter.
  • AXS Investments's Fidelity Blue Chip Growth ETF position peaked at $586K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2021.

Based on AXS Investments's 13F filing for Q3 2021, filed 5 Nov 2021.