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Beaumont Financial Advisors’s Fidelity Fundamental Large Cap Growth ETF FFLG Stock Holding History

Beaumont Financial Advisors’s Portfolio FFLG Stock Details FFLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,965
Closed -$140K – 342
2022
Q3 		$140K Sell
10,965
-230
-2% -$3.25K 0.01% 295
2022
Q2 		$145K Buy
11,195
+22
+0.2% +$327 0.01% 297
2022
Q1 		$200K Sell
11,173
-141,868
-93% -$2.51M 0.02% 346
2021
Q4 		$3.17M Buy
+153,041
New +$3.26M 0.23% 69

Other funds holding FFLG

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IAS
Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Beaumont Financial Advisors's FFLG Position: Q4 2022 in Review

Beaumont Financial Advisors sold out of Fidelity Fundamental Large Cap Growth ETF (FFLG) in Q4 2022, closing a stake of 10,965 shares — an estimated $140K sold.

Beaumont Financial Advisors first reported a position in FFLG in Q4 2021 and held it in 4 quarters. The position peaked at $3.17M in Q4 2021. 27 funds tracked by Wall St. Rank hold FFLG as of Q4 2022.

  • Beaumont Financial Advisors reported no remaining Fidelity Fundamental Large Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 10,965 Fidelity Fundamental Large Cap Growth ETF shares in Q4 2022, an estimated $140K.
  • Beaumont Financial Advisors first reported a position in Fidelity Fundamental Large Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Beaumont Financial Advisors's Fidelity Fundamental Large Cap Growth ETF position peaked at $3.17M in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Fidelity Fundamental Large Cap Growth ETF as of Q4 2022.

Based on Beaumont Financial Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.