KIG
FBCG

Kowal Investment Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Kowal Investment Group’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
2024
Q3 		$27.2M Sell
636,549
-23,420
-4% -$969K 5.01% 5
2024
Q2 		$28M Buy
659,969
+641,259
+3,427% +$25.3M 5.59% 5
2024
Q1 		$720K Buy
+18,710
New +$675K 0.16% 80

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Kowal Investment Group's FBCG Position: Q3 2024 in Review

Kowal Investment Group reduced its Fidelity Blue Chip Growth ETF (FBCG) stake by 3.5% in Q3 2024, selling an estimated $969K and leaving 636,549 shares worth $27.2M. The position accounts for 5.01% of the portfolio, ranked #5.

Kowal Investment Group first reported a position in FBCG in Q1 2024 and has held it in 3 quarters since. The position peaked at $28M in Q2 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • Kowal Investment Group held 636,549 shares of Fidelity Blue Chip Growth ETF worth $27.2M as of Q3 2024.
  • Kowal Investment Group sold 23,420 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $969K.
  • Fidelity Blue Chip Growth ETF made up 5.01% of Kowal Investment Group's portfolio in Q3 2024, its #5 holding.
  • Kowal Investment Group first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and has held it in 3 quarters since.
  • Kowal Investment Group's Fidelity Blue Chip Growth ETF position peaked at $28M in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.