GWSG
FBCV

GPS Wealth Strategies Group’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

GPS Wealth Strategies Group’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-562
Closed -$15.7K – 1292
2023
Q2 		$15.7K Buy
+562
New +$15.5K ﹤0.01% 747

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

GPS Wealth Strategies Group's FBCV Position: Q3 2023 in Review

GPS Wealth Strategies Group sold out of Fidelity Blue Chip Value ETF (FBCV) in Q3 2023, closing a stake of 562 shares — an estimated $15.7K sold.

GPS Wealth Strategies Group first reported a position in FBCV in Q2 2023 and held it in 1 quarter. The position peaked at $15.7K in Q2 2023. 16 funds tracked by Wall St. Rank hold FBCV as of Q3 2023.

  • GPS Wealth Strategies Group reported no remaining Fidelity Blue Chip Value ETF position as of Q3 2023 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 562 Fidelity Blue Chip Value ETF shares in Q3 2023, an estimated $15.7K.
  • GPS Wealth Strategies Group first reported a position in Fidelity Blue Chip Value ETF in Q2 2023 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Fidelity Blue Chip Value ETF position peaked at $15.7K in Q2 2023.
  • 16 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q3 2023.

Based on GPS Wealth Strategies Group's 13F filing for Q3 2023, filed 26 Oct 2023.