DIM
FBCG

Delta Investment Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Delta Investment Management’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
-291,389
Closed -$12.5M – 263
2024
Q3 		$12.5M Buy
+291,389
New +$12.1M 2.54% 11

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
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 $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Thrivent Financial for Lutherans
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Delta Investment Management's FBCG Position: Q4 2024 in Review

Delta Investment Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2024, closing a stake of 291,389 shares — an estimated $12.5M sold.

Delta Investment Management first reported a position in FBCG in Q3 2024 and held it in 1 quarter. The position peaked at $12.5M in Q3 2024. 181 funds tracked by Wall St. Rank hold FBCG as of Q4 2024.

  • Delta Investment Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Delta Investment Management sold 291,389 Fidelity Blue Chip Growth ETF shares in Q4 2024, an estimated $12.5M.
  • Delta Investment Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2024 and held it in 1 quarter.
  • Delta Investment Management's Fidelity Blue Chip Growth ETF position peaked at $12.5M in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2024.

Based on Delta Investment Management's 13F filing for Q4 2024, filed 18 Feb 2025.