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

Birchcreek 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
2024
Q3 		– Sell
-7,129
Closed -$230K – 131
2024
Q2 		$230K Buy
+7,129
New +$215K 0.13% 132

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Birchcreek Wealth Management's FELG Position: Q3 2024 in Review

Birchcreek Wealth Management sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2024, closing a stake of 7,129 shares — an estimated $230K sold.

Birchcreek Wealth Management first reported a position in FELG in Q2 2024 and held it in 1 quarter. The position peaked at $230K in Q2 2024. 104 funds tracked by Wall St. Rank hold FELG as of Q3 2024.

  • Birchcreek Wealth Management reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Birchcreek Wealth Management sold 7,129 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2024, an estimated $230K.
  • Birchcreek Wealth Management first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Birchcreek Wealth Management's Fidelity Enhanced Large Cap Growth ETF position peaked at $230K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2024.

Based on Birchcreek Wealth Management's 13F filing for Q3 2024, filed 6 Nov 2024.