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Concord Wealth Partners’s Fidelity Magellan ETF FMAG Stock Holding History

Concord Wealth Partners’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
2023
Q2 		– Sell
-50
Closed -$1K – 1052
2023
Q1 		$1K Buy
+50
New +$972 ﹤0.01% 896

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Concord Wealth Partners's FMAG Position: Q2 2023 in Review

Concord Wealth Partners sold out of Fidelity Magellan ETF (FMAG) in Q2 2023, closing a stake of 50 shares — an estimated $1K sold.

Concord Wealth Partners first reported a position in FMAG in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 13 funds tracked by Wall St. Rank hold FMAG as of Q2 2023.

  • Concord Wealth Partners reported no remaining Fidelity Magellan ETF position as of Q2 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 50 Fidelity Magellan ETF shares in Q2 2023, an estimated $1K.
  • Concord Wealth Partners first reported a position in Fidelity Magellan ETF in Q1 2023 and held it in 1 quarter.
  • Concord Wealth Partners's Fidelity Magellan ETF position peaked at $1K in Q1 2023.
  • 13 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q2 2023.

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