LWM
FBCG

Liberty Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Liberty Wealth Management’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
2025
Q1 		– Sell
-10,926
Closed -$505K – 168
2024
Q4 		$505K Buy
10,926
+16
+0.1% +$725 0.08% 117
2024
Q3 		$467K Buy
10,910
+2,818
+35% +$117K 0.08% 119
2024
Q2 		$343K Buy
+8,092
New +$320K 0.06% 139

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Liberty Wealth Management's FBCG Position: Q1 2025 in Review

Liberty Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2025, closing a stake of 10,926 shares — an estimated $505K sold.

Liberty Wealth Management first reported a position in FBCG in Q2 2024 and held it in 3 quarters. The position peaked at $505K in Q4 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

  • Liberty Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Liberty Wealth Management sold 10,926 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $505K.
  • Liberty Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 3 quarters.
  • Liberty Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $505K in Q4 2024.
  • 197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on Liberty Wealth Management's 13F filing for Q1 2025, filed 9 May 2025.