GW & Wade’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

GW & Wade’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
2023 Q4	$3.41M	Buy	+102,249	New	+$3.15M	0.11%	130

Other funds holding FBCG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

GW & Wade's FBCG Position: Q4 2023 in Review

GW & Wade opened a new position in Fidelity Blue Chip Growth ETF (FBCG) in Q4 2023: 102,249 shares worth $3.41M. The stake represents 0.11% of the portfolio and ranks #130 among its holdings.

89 funds tracked by Wall St. Rank hold FBCG as of Q4 2023.

GW & Wade held 102,249 shares of Fidelity Blue Chip Growth ETF worth $3.41M as of Q4 2023.
Fidelity Blue Chip Growth ETF was a new GW & Wade position in Q4 2023.
Fidelity Blue Chip Growth ETF made up 0.11% of GW & Wade's portfolio in Q4 2023, its #130 holding.
89 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.