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Larson Financial Group’s Fidelity Magellan ETF FMAG Stock Holding History

Larson Financial Group’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-25
Closed -$603 – 1832
2023
Q4 		$603 Hold
25
– – ﹤0.01% 1550
2023
Q3 		$533 Hold
25
– – ﹤0.01% 1573
2023
Q2 		$547 Hold
25
– – ﹤0.01% 1430
2023
Q1 		$500 Hold
25
– – ﹤0.01% 1413
2022
Q4 		$461 Hold
25
– – ﹤0.01% 1375
2022
Q3 		$0 Hold
25
– – ﹤0.01% 1329
2022
Q2 		$0 Hold
25
– – ﹤0.01% 1223
2022
Q1 		$1K Hold
25
– – ﹤0.01% 966
2021
Q4 		$1K Hold
25
– – ﹤0.01% 1009
2021
Q3 		$1K Buy
+25
New +$583 ﹤0.01% 826

Other funds holding FMAG

BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Larson Financial Group's FMAG Position: Q1 2024 in Review

Larson Financial Group sold out of Fidelity Magellan ETF (FMAG) in Q1 2024, closing a stake of 25 shares — an estimated $603 sold.

Larson Financial Group first reported a position in FMAG in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 17 funds tracked by Wall St. Rank hold FMAG as of Q1 2024.

  • Larson Financial Group reported no remaining Fidelity Magellan ETF position as of Q1 2024 after selling out during the quarter.
  • Larson Financial Group sold 25 Fidelity Magellan ETF shares in Q1 2024, an estimated $603.
  • Larson Financial Group first reported a position in Fidelity Magellan ETF in Q3 2021 and held it in 10 quarters.
  • Larson Financial Group's Fidelity Magellan ETF position peaked at $1K in Q1 2022.
  • 17 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.