LWANC
FBCG

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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.13B AUM 25.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FBCG Position: Q2 2023 in Review

Laurel Wealth Advisors (North Carolina) sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2023, closing a stake of 1 share — an estimated $24 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FBCG in Q4 2022 and held it in 2 quarters. The position peaked at $24 in Q1 2023. 58 funds tracked by Wall St. Rank hold FBCG as of Q2 2023.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 1 Fidelity Blue Chip Growth ETF share in Q2 2023, an estimated $24.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Fidelity Blue Chip Growth ETF position peaked at $24 in Q1 2023.
  • 58 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2023.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2023, filed 15 Aug 2023.