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GHP Investment Advisors’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

GHP Investment Advisors’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-121
Closed -$3.9K – 1014
2024
Q2 		$3.9K Hold
121
– – ﹤0.01% 797
2024
Q1 		$3.57K Buy
121
+1
+0.8% +$28 ﹤0.01% 727
2023
Q4 		$3.16K Buy
+120
New +$3.08K ﹤0.01% 733

Other funds holding FELG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SIA
Spectrum Investment Advisors Mequon, Wisconsin $245M AUM 16.92% 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 $59.5B AUM 35.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GHP Investment Advisors's FELG Position: Q3 2024 in Review

GHP Investment Advisors sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2024, closing a stake of 121 shares — an estimated $3.9K sold.

GHP Investment Advisors first reported a position in FELG in Q4 2023 and held it in 3 quarters. The position peaked at $3.9K in Q2 2024. 104 funds tracked by Wall St. Rank hold FELG as of Q3 2024.

  • GHP Investment Advisors reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • GHP Investment Advisors sold 121 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2024, an estimated $3.9K.
  • GHP Investment Advisors first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • GHP Investment Advisors's Fidelity Enhanced Large Cap Growth ETF position peaked at $3.9K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2024.

Based on GHP Investment Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.