Horan Securities’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Horan Securities’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 Q3	–	Sell	-92	Closed	-$2.74K	–	276
2023 Q2	$2.74K	Hold	92	–	–	﹤0.01%	542
2023 Q1	$2.34K	Hold	92	–	–	﹤0.01%	553
2022 Q4	$1.94K	Hold	92	–	–	﹤0.01%	560
2022 Q3	$2K	Hold	92	–	–	﹤0.01%	484
2022 Q2	$2K	Buy	+92	New	+$2.3K	﹤0.01%	540

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $31B AUM 28.39% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Horan Securities's FBCG Position: Q3 2023 in Review

Horan Securities sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2023, closing a stake of 92 shares — an estimated $2.74K sold.

Horan Securities first reported a position in FBCG in Q2 2022 and held it in 5 quarters. The position peaked at $2.74K in Q2 2023. 71 funds tracked by Wall St. Rank hold FBCG as of Q3 2023.

Horan Securities reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 92 Fidelity Blue Chip Growth ETF shares in Q3 2023, an estimated $2.74K.
Horan Securities first reported a position in Fidelity Blue Chip Growth ETF in Q2 2022 and held it in 5 quarters.
Horan Securities's Fidelity Blue Chip Growth ETF position peaked at $2.74K in Q2 2023.
71 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.