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Mascoma Wealth Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Mascoma Wealth Management’s Portfolio FBCV Stock Details FBCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$716 – 506
2023
Q2 		$716 Hold
25
– – ﹤0.01% 465
2023
Q1 		$698 Hold
25
– – ﹤0.01% 570
2022
Q4 		$704 Hold
25
– – ﹤0.01% 594
2022
Q3 		$1K Buy
+25
New +$687 ﹤0.01% 574

Other funds holding FBCV

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P
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Mascoma Wealth Management's FBCV Position: Q3 2023 in Review

Mascoma Wealth Management sold out of Fidelity Blue Chip Value ETF (FBCV) in Q3 2023, closing a stake of 25 shares — an estimated $716 sold.

Mascoma Wealth Management first reported a position in FBCV in Q3 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 16 funds tracked by Wall St. Rank hold FBCV as of Q3 2023.

  • Mascoma Wealth Management reported no remaining Fidelity Blue Chip Value ETF position as of Q3 2023 after selling out during the quarter.
  • Mascoma Wealth Management sold 25 Fidelity Blue Chip Value ETF shares in Q3 2023, an estimated $716.
  • Mascoma Wealth Management first reported a position in Fidelity Blue Chip Value ETF in Q3 2022 and held it in 4 quarters.
  • Mascoma Wealth Management's Fidelity Blue Chip Value ETF position peaked at $1K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q3 2023.

Based on Mascoma Wealth Management's 13F filing for Q3 2023, filed 13 Oct 2023.