Buck Wealth Strategies’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Buck Wealth Strategies’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
2023 Q4	–	Sell	-135	Closed	-$3.91K	–	151
2023 Q3	$3.91K	Sell	135 -200	-60%	-$6.02K	﹤0.01%	256
2023 Q2	$11K	Hold	335	–	–	﹤0.01%	149
2023 Q1	$10.2K	Buy	+335	New	+$7.92K	0.01%	108

Other funds holding FBCG

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

GIA

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

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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Buck Wealth Strategies's FBCG Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2023, closing a stake of 135 shares — an estimated $3.91K sold.

Buck Wealth Strategies first reported a position in FBCG in Q1 2023 and held it in 3 quarters. The position peaked at $11K in Q2 2023. 89 funds tracked by Wall St. Rank hold FBCG as of Q4 2023.

Buck Wealth Strategies reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2023 after selling out during the quarter.
Buck Wealth Strategies sold 135 Fidelity Blue Chip Growth ETF shares in Q4 2023, an estimated $3.91K.
Buck Wealth Strategies first reported a position in Fidelity Blue Chip Growth ETF in Q1 2023 and held it in 3 quarters.
Buck Wealth Strategies's Fidelity Blue Chip Growth ETF position peaked at $11K in Q2 2023.
89 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.