HI
FBCV icon

Harbour Investments’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Harbour Investments’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
2024
Q1 		– Sell
-2
Closed -$58 – 3248
2023
Q4 		$58 Buy
+2
New +$56 ﹤0.01% 3078

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Harbour Investments's FBCV Position: Q1 2024 in Review

Harbour Investments sold out of Fidelity Blue Chip Value ETF (FBCV) in Q1 2024, closing a stake of 2 shares — an estimated $58 sold.

Harbour Investments first reported a position in FBCV in Q4 2023 and held it in 1 quarter. The position peaked at $58 in Q4 2023. 27 funds tracked by Wall St. Rank hold FBCV as of Q1 2024.

  • Harbour Investments reported no remaining Fidelity Blue Chip Value ETF position as of Q1 2024 after selling out during the quarter.
  • Harbour Investments sold 2 Fidelity Blue Chip Value ETF shares in Q1 2024, an estimated $58.
  • Harbour Investments first reported a position in Fidelity Blue Chip Value ETF in Q4 2023 and held it in 1 quarter.
  • Harbour Investments's Fidelity Blue Chip Value ETF position peaked at $58 in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q1 2024.

Based on Harbour Investments's 13F filing for Q1 2024, filed 22 Jul 2024.