BFA
FBCG

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

KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CTC
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 $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Beaumont Financial Advisors's FBCG Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2022, closing a stake of 274,264 shares — an estimated $8.29M sold.

Beaumont Financial Advisors first reported a position in FBCG in Q3 2021 and held it in 3 quarters. The position peaked at $18M in Q3 2021. 44 funds tracked by Wall St. Rank hold FBCG as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 274,264 Fidelity Blue Chip Growth ETF shares in Q2 2022, an estimated $8.29M.
  • Beaumont Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q3 2021 and held it in 3 quarters.
  • Beaumont Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $18M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.