Kovitz Investment Group Partners
FELG icon

Kovitz Investment Group Partners’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

Kovitz Investment Group Partners’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,552
Closed -$308K – 1071
2024
Q2 		$308K Sell
9,552
-358
-4% -$10.8K ﹤0.01% 725
2024
Q1 		$293K Sell
9,910
-1,093
-10% -$30.7K ﹤0.01% 586
2023
Q4 		$289K Buy
+11,003
New +$283K ﹤0.01% 363

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Kovitz Investment Group Partners's FELG Position: Q3 2024 in Review

Kovitz Investment Group Partners sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q3 2024, closing a stake of 9,552 shares — an estimated $308K sold.

Kovitz Investment Group Partners first reported a position in FELG in Q4 2023 and held it in 3 quarters. The position peaked at $308K in Q2 2024. 104 funds tracked by Wall St. Rank hold FELG as of Q3 2024.

  • Kovitz Investment Group Partners reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,552 Fidelity Enhanced Large Cap Growth ETF shares in Q3 2024, an estimated $308K.
  • Kovitz Investment Group Partners first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Fidelity Enhanced Large Cap Growth ETF position peaked at $308K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q3 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2024, filed 15 Nov 2024.