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Financial Management Professionals’s Fidelity Magellan ETF FMAG Stock Holding History

Financial Management Professionals’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
Q3 		– Sell
-603
Closed -$13K – 930
2023
Q2 		$13K Buy
+603
New +$12.4K ﹤0.01% 489

Other funds holding FMAG

BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Financial Management Professionals's FMAG Position: Q3 2023 in Review

Financial Management Professionals sold out of Fidelity Magellan ETF (FMAG) in Q3 2023, closing a stake of 603 shares — an estimated $13K sold.

Financial Management Professionals first reported a position in FMAG in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 14 funds tracked by Wall St. Rank hold FMAG as of Q3 2023.

  • Financial Management Professionals reported no remaining Fidelity Magellan ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 603 Fidelity Magellan ETF shares in Q3 2023, an estimated $13K.
  • Financial Management Professionals first reported a position in Fidelity Magellan ETF in Q2 2023 and held it in 1 quarter.
  • Financial Management Professionals's Fidelity Magellan ETF position peaked at $13K in Q2 2023.
  • 14 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.