Carolinas Wealth Consulting’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Carolinas Wealth Consulting’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	-55,235	Closed	-$2.21M	–	307
2025 Q1	$2.21M	Buy	55,235 +1,284	+2%	+$58.1K	0.47%	35
2024 Q4	$2.5M	Sell	53,951 -3,904	-7%	-$177K	0.49%	35
2024 Q3	$2.47M	Buy	57,855 +1,592	+3%	+$65.9K	0.45%	37
2024 Q2	$2.39M	Sell	56,263 -408	-0.7%	-$16.1K	0.46%	37
2024 Q1	$2.18M	Buy	56,671 +1,160	+2%	+$41.8K	0.43%	38
2023 Q4	$1.85M	Buy	55,511 +44	+0.1%	+$1.35K	0.4%	40
2023 Q3	$1.57M	Buy	55,467 +2,169	+4%	+$65.3K	0.39%	40
2023 Q2	$1.59M	Buy	53,298 +4,142	+8%	+$111K	0.31%	54
2023 Q1	$1.25M	Sell	49,156 -14,035	-22%	-$332K	0.27%	59
2022 Q4	$1.33M	Buy	63,191 +36,793	+139%	+$811K	0.3%	54
2022 Q3	$566K	Buy	26,398 +25,686	+3,608%	+$616K	0.14%	79
2022 Q2	$15K	Sell	712 -539	-43%	-$13.5K	﹤0.01%	501
2022 Q1	$38K	Sell	1,251 -180	-13%	-$5.39K	0.01%	390
2021 Q4	$50K	Buy	1,431 +582	+69%	+$20.1K	0.01%	362
2021 Q3	$28K	Buy	849 +204	+32%	+$6.79K	0.01%	419
2021 Q2	$21K	Buy	645 +213	+49%	+$6.53K	﹤0.01%	494
2021 Q1	$13K	Buy	432 +21	+5%	+$624	﹤0.01%	587
2020 Q4	$12K	Buy	+411	New	+$10.9K	﹤0.01%	551

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

Carolinas Wealth Consulting's FBCG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2025, closing a stake of 55,235 shares — an estimated $2.21M sold.

Carolinas Wealth Consulting first reported a position in FBCG in Q4 2020 and held it in 18 quarters. The position peaked at $2.5M in Q4 2024. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 55,235 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $2.21M.
Carolinas Wealth Consulting first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and held it in 18 quarters.
Carolinas Wealth Consulting's Fidelity Blue Chip Growth ETF position peaked at $2.5M in Q4 2024.
200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.