CWP
FBCV

Concord Wealth Partners’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Concord Wealth Partners’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-38
Closed -$1.04K – 1048
2023
Q1 		$1.04K Buy
+38
New +$1.06K ﹤0.01% 891

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P
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GS
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Royal Bank of Canada
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Envestnet Asset Management
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Truist Financial
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Cambridge Investment Research Advisors
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SPC
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Concord Wealth Partners's FBCV Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Blue Chip Value ETF (FBCV) in Q2 2023, closing a stake of 38 shares — an estimated $1.04K sold.

Concord Wealth Partners first reported a position in FBCV in Q1 2023 and held it in 1 quarter. The position peaked at $1.04K in Q1 2023. 18 funds tracked by Wall St. Rank hold FBCV as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Blue Chip Value ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 38 Fidelity Blue Chip Value ETF shares in Q2 2023, an estimated $1.04K.
  • Concord Wealth Partners first reported a position in Fidelity Blue Chip Value ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Blue Chip Value ETF position peaked at $1.04K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q2 2023.

Based on Concord Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.