KWM
FBCG

KFG Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

KFG Wealth Management’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 		– Sell
-167,967
Closed -$4.86M – 137
2023
Q3 		$4.86M Buy
+167,967
New +$5.06M 2.64% 9

Other funds holding FBCG

JP Morgan Chase
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
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
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
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KFG Wealth Management's FBCG Position: Q4 2023 in Review

KFG Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2023, closing a stake of 167,967 shares — an estimated $4.86M sold.

KFG Wealth Management first reported a position in FBCG in Q3 2023 and held it in 1 quarter. The position peaked at $4.86M in Q3 2023. 89 funds tracked by Wall St. Rank hold FBCG as of Q4 2023.

  • KFG Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2023 after selling out during the quarter.
  • KFG Wealth Management sold 167,967 Fidelity Blue Chip Growth ETF shares in Q4 2023, an estimated $4.86M.
  • KFG Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q3 2023 and held it in 1 quarter.
  • KFG Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $4.86M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2023.

Based on KFG Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.