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%	615
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 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $31B AUM 28.39% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Mascoma Wealth Management's FBCG Position: Q4 2023 in Review

Mascoma Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2023, closing a stake of 20 shares — an estimated $579 sold.

Mascoma Wealth Management first reported a position in FBCG in Q1 2021 and held it in 10 quarters. The position peaked at $42K in Q4 2021. 89 funds tracked by Wall St. Rank hold FBCG as of Q4 2023.

Mascoma Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2023 after selling out during the quarter.
Mascoma Wealth Management sold 20 Fidelity Blue Chip Growth ETF shares in Q4 2023, an estimated $579.
Mascoma Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2021 and held it in 10 quarters.
Mascoma Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $42K in Q4 2021.
89 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2023.

Based on Mascoma Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.