Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Fidelity Magellan ETF FMAG Stock Holding History

Cambridge Investment Research Advisors’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-109,806
Closed -$3.26M – 3453
2024
Q2 		$3.26M Buy
+109,806
New +$3.1M 0.01% 982
2022
Q4 		– Sell
-24,444
Closed -$429K – 3136
2022
Q3 		$429K Buy
+24,444
New +$484K ﹤0.01% 2058

Other funds holding FMAG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cambridge Investment Research Advisors's FMAG Position: Q3 2024 in Review

Cambridge Investment Research Advisors sold out of Fidelity Magellan ETF (FMAG) in Q3 2024, closing a stake of 109,806 shares — an estimated $3.26M sold.

Cambridge Investment Research Advisors first reported a position in FMAG in Q3 2022 and held it in 2 quarters. The position peaked at $3.26M in Q2 2024. 28 funds tracked by Wall St. Rank hold FMAG as of Q3 2024.

  • Cambridge Investment Research Advisors reported no remaining Fidelity Magellan ETF position as of Q3 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 109,806 Fidelity Magellan ETF shares in Q3 2024, an estimated $3.26M.
  • Cambridge Investment Research Advisors first reported a position in Fidelity Magellan ETF in Q3 2022 and held it in 2 quarters.
  • Cambridge Investment Research Advisors's Fidelity Magellan ETF position peaked at $3.26M in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2024, filed 28 Oct 2024.