Cary Street Partners Investment Advisory’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Cary Street Partners Investment Advisory’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
2024 Q4	–	Sell	-27,441	Closed	-$1.17M	–	570
2024 Q3	$1.17M	Buy	27,441 +125	+0.5%	+$5.17K	0.04%	342
2024 Q2	$1.16M	Buy	27,316 +3,060	+13%	+$121K	0.05%	323
2024 Q1	$933K	Buy	+24,256	New	+$875K	0.04%	352

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

DWM

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 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

GIA

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cary Street Partners Investment Advisory's FBCG Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2024, closing a stake of 27,441 shares — an estimated $1.17M sold.

Cary Street Partners Investment Advisory first reported a position in FBCG in Q1 2024 and held it in 3 quarters. The position peaked at $1.17M in Q3 2024. 181 funds tracked by Wall St. Rank hold FBCG as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 27,441 Fidelity Blue Chip Growth ETF shares in Q4 2024, an estimated $1.17M.
Cary Street Partners Investment Advisory first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and held it in 3 quarters.
Cary Street Partners Investment Advisory's Fidelity Blue Chip Growth ETF position peaked at $1.17M in Q3 2024.
181 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.