Beaumont Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Beaumont Financial Advisors’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 Q2	–	Sell	-274,264	Closed	-$8.29M	–	316
2022 Q1	$8.29M	Buy	274,264 +56,645	+26%	+$1.7M	0.63%	50
2021 Q4	$7.54M	Sell	217,619 -337,376	-61%	-$11.7M	0.55%	50
2021 Q3	$18M	Buy	+554,995	New	+$18.5M	1.39%	19

Other funds holding FBCG

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers

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

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return