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BCWM
Bartlett & Co Wealth Management’s
Fidelity Blue Chip Growth ETF
FBCG
Stock Holding History
Bartlett & Co 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
2026
Q1
$17.3K
Sell
295
-60
-17%
-$3.19K
﹤0.01%
841
2025
Q4
$19.5K
Hold
355
–
–
﹤0.01%
830
2025
Q3
$19K
Hold
355
–
–
﹤0.01%
829
2025
Q2
$17.1K
Hold
355
–
–
﹤0.01%
840
2025
Q1
$14.2K
Sell
355
-135
-28%
-$6.11K
﹤0.01%
869
2024
Q4
$22.7K
Hold
490
–
–
﹤0.01%
787
2024
Q3
$21K
Hold
490
–
–
﹤0.01%
811
2024
Q2
$20.8K
Hold
490
–
–
﹤0.01%
813
2024
Q1
$18.9K
Sell
490
-150
-23%
-$5.41K
﹤0.01%
827
2023
Q4
$21.4K
Hold
640
–
–
﹤0.01%
872
2023
Q3
$18.5K
Hold
640
–
–
﹤0.01%
834
2023
Q2
$19K
Hold
640
–
–
﹤0.01%
830
2023
Q1
$16.3K
Sell
640
-113
-15%
-$2.67K
﹤0.01%
747
2022
Q4
$15.9K
Hold
753
–
–
﹤0.01%
764
2022
Q3
$16.2K
Hold
753
–
–
﹤0.01%
739
2022
Q2
$16.4K
Hold
753
–
–
﹤0.01%
772
2022
Q1
$22.8K
Buy
+753
New
+$22.6K
﹤0.01%
717
2021
Q4
–
Sell
-800
Closed
-$26K
–
554
2021
Q3
$26K
Hold
800
–
–
﹤0.01%
606
2021
Q2
$26.1K
Hold
800
–
–
﹤0.01%
598
2021
Q1
$23.4K
Hold
800
–
–
﹤0.01%
646
2020
Q4
$22.8K
Hold
800
–
–
﹤0.01%
648
2020
Q3
$19.7K
Buy
+800
New
+$18.8K
﹤0.01%
617
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$1.9T AUM
41.92%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
DWM
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$11.5B AUM
15.23%
1-Year Est. Return
SWP
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Franklin, Tennessee
$5.49B AUM
19.47%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38B AUM
19.66%
1-Year Est. Return
HNB
Huntington National Bank
Columbus, Ohio
$18.1B AUM
24.69%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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