Concord Wealth Partners’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-1	Closed	-$35	–	978
2024 Q2	$35	Sell	1 -73	-99%	-$2.88K	﹤0.01%	823
2024 Q1	$2.84K	Buy	+74	New	+$2.67K	﹤0.01%	718
2023 Q2	–	Sell	-30	Closed	-$764	–	1049
2023 Q1	$764	Buy	+30	New	+$709	﹤0.01%	918

Other funds holding FBCG

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

KIG

Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return

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

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

Concord Wealth Partners's FBCG Position: Q3 2024 in Review

Concord Wealth Partners sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2024, closing a stake of 1 share — an estimated $35 sold.

Concord Wealth Partners first reported a position in FBCG in Q1 2023 and held it in 3 quarters. The position peaked at $2.84K in Q1 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

Concord Wealth Partners reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
Concord Wealth Partners sold 1 Fidelity Blue Chip Growth ETF share in Q3 2024, an estimated $35.
Concord Wealth Partners first reported a position in Fidelity Blue Chip Growth ETF in Q1 2023 and held it in 3 quarters.
Concord Wealth Partners's Fidelity Blue Chip Growth ETF position peaked at $2.84K in Q1 2024.
135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.