Bogart Wealth LLC’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Bogart Wealth LLC’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
2025 Q2	–	Sell	-199	Closed	-$7.95K	–	1483
2025 Q1	$7.95K	Buy	+199	New	+$9K	﹤0.01%	805

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

Bogart Wealth LLC's FBCG Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2025, closing a stake of 199 shares — an estimated $7.95K sold.

Bogart Wealth LLC first reported a position in FBCG in Q1 2025 and held it in 1 quarter. The position peaked at $7.95K in Q1 2025. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

Bogart Wealth LLC reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
Bogart Wealth LLC sold 199 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $7.95K.
Bogart Wealth LLC first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and held it in 1 quarter.
Bogart Wealth LLC's Fidelity Blue Chip Growth ETF position peaked at $7.95K in Q1 2025.
200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.