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Baystate Wealth Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Baystate Wealth Management’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$81.2K Buy
+3,095
New +$79.5K 0.01% 302

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Commonwealth Equity Services
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RF
Rollins Financial Atlanta, Georgia $479M AUM 47.57% 1-Year Est. Return
RFA
Rollins Financial Advisors New York City, New York $759M AUM 31.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Baystate Wealth Management's FELG Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Fidelity Enhanced Large Cap Growth ETF (FELG) in Q4 2023: 3,095 shares worth $81.2K. The stake represents 0.01% of the portfolio and ranks #302 among its holdings.

80 funds tracked by Wall St. Rank hold FELG as of Q4 2023.

  • Baystate Wealth Management held 3,095 shares of Fidelity Enhanced Large Cap Growth ETF worth $81.2K as of Q4 2023.
  • Fidelity Enhanced Large Cap Growth ETF was a new Baystate Wealth Management position in Q4 2023.
  • Fidelity Enhanced Large Cap Growth ETF made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #302 holding.
  • 80 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.