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Belpointe Asset Management’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Belpointe Asset 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
2024
Q4 		– Sell
-8,736
Closed -$290K – 896
2024
Q3 		$290K Buy
8,736
+744
+9% +$23.8K 0.02% 673
2024
Q2 		$258K Buy
+7,992
New +$241K 0.02% 635

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Belpointe Asset Management's FELG Position: Q4 2024 in Review

Belpointe Asset Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q4 2024, closing a stake of 8,736 shares — an estimated $290K sold.

Belpointe Asset Management first reported a position in FELG in Q2 2024 and held it in 2 quarters. The position peaked at $290K in Q3 2024. 130 funds tracked by Wall St. Rank hold FELG as of Q4 2024.

  • Belpointe Asset Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 8,736 Fidelity Enhanced Large Cap Growth ETF shares in Q4 2024, an estimated $290K.
  • Belpointe Asset Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Belpointe Asset Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $290K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.