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MassMutual Private Wealth & Trust’s Fidelity Enhanced Large Cap Growth ETF FELG Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio FELG Stock Details FELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,564
Closed -$51.9K – 2317
2024
Q3 		$51.9K Buy
+1,564
New +$50K ﹤0.01% 656

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Commonwealth Equity Services
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SIA
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LPL Financial
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Thrivent Financial for Lutherans
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KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MassMutual Private Wealth & Trust's FELG Position: Q4 2024 in Review

MassMutual Private Wealth & Trust sold out of Fidelity Enhanced Large Cap Growth ETF (FELG) in Q4 2024, closing a stake of 1,564 shares — an estimated $51.9K sold.

MassMutual Private Wealth & Trust first reported a position in FELG in Q3 2024 and held it in 1 quarter. The position peaked at $51.9K in Q3 2024. 130 funds tracked by Wall St. Rank hold FELG as of Q4 2024.

  • MassMutual Private Wealth & Trust reported no remaining Fidelity Enhanced Large Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,564 Fidelity Enhanced Large Cap Growth ETF shares in Q4 2024, an estimated $51.9K.
  • MassMutual Private Wealth & Trust first reported a position in Fidelity Enhanced Large Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Fidelity Enhanced Large Cap Growth ETF position peaked at $51.9K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held Fidelity Enhanced Large Cap Growth ETF as of Q4 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2024, filed 16 Jan 2025.