MWM
FBCG icon

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

Mascoma 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
2023
Q4 		– Sell
-20
Closed -$579 – 484
2023
Q3 		$579 Hold
20
– – ﹤0.01% 490
2023
Q2 		$608 Hold
20
– – ﹤0.01% 467
2023
Q1 		$509 Hold
20
– – ﹤0.01% 576
2022
Q4 		$422 Hold
20
– – ﹤0.01% 606
2022
Q3 		$0 Buy
20
+10
+100% +$240 ﹤0.01% 610
2022
Q2 		$0 Sell
10
-1,200
-99% -$30K ﹤0.01% 616
2022
Q1 		$37K Hold
1,210
– – 0.01% 306
2021
Q4 		$42K Sell
1,210
-15
-1% -$519 0.01% 243
2021
Q3 		$40K Buy
+1,225
New +$40.8K 0.02% 230
2021
Q2 		– Sell
-160
Closed -$5K – 220
2021
Q1 		$5K Buy
+160
New +$4.75K ﹤0.01% 382

Other funds holding FBCG

JP Morgan Chase
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return