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Elevation Capital Advisory’s Fidelity Magellan ETF FMAG Stock Holding History

Elevation Capital Advisory’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
2024
Q3 		– Sell
-8,925
Closed -$265K – 59
2024
Q2 		$265K Buy
+8,925
New +$252K 0.12% 38

Other funds holding FMAG

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Elevation Capital Advisory's FMAG Position: Q3 2024 in Review

Elevation Capital Advisory sold out of Fidelity Magellan ETF (FMAG) in Q3 2024, closing a stake of 8,925 shares — an estimated $265K sold.

Elevation Capital Advisory first reported a position in FMAG in Q2 2024 and held it in 1 quarter. The position peaked at $265K in Q2 2024. 28 funds tracked by Wall St. Rank hold FMAG as of Q3 2024.

  • Elevation Capital Advisory reported no remaining Fidelity Magellan ETF position as of Q3 2024 after selling out during the quarter.
  • Elevation Capital Advisory sold 8,925 Fidelity Magellan ETF shares in Q3 2024, an estimated $265K.
  • Elevation Capital Advisory first reported a position in Fidelity Magellan ETF in Q2 2024 and held it in 1 quarter.
  • Elevation Capital Advisory's Fidelity Magellan ETF position peaked at $265K in Q2 2024.
  • 28 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2024.

Based on Elevation Capital Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.