Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LWANC
Laurel Wealth Advisors (North Carolina)’s
Fidelity Blue Chip Growth ETF
FBCG
Stock Holding History
Laurel Wealth Advisors (North Carolina)’s Portfolio
FBCG Stock Details
FBCG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-1
Closed
-$24
–
591
2023
Q1
$24
Hold
1
–
–
﹤0.01%
585
2022
Q4
$20
Buy
+1
New
+$22
﹤0.01%
564
Other funds holding FBCG
JP Morgan Chase
New York
$1.47T 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
$71.6B AUM
21.08%
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
$26.4B AUM
21.05%
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
14.02%
1-Year Est. Return
Cambridge Investment Research Advisors
Fairfield, Iowa
$38.8B AUM
21.88%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
CTC
Central Trust Company
Jefferson City, Missouri
$5.08B AUM
25.65%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close