MWM
FBCG

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

Minot 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
2021
Q4 		– Sell
-11,000
Closed -$358K – 205
2021
Q3 		$358K Hold
11,000
– – 0.08% 148
2021
Q2 		$361K Buy
+11,000
New +$337K 0.08% 140

Other funds holding FBCG

MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Minot Wealth Management's FBCG Position: Q4 2021 in Review

Minot Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2021, closing a stake of 11,000 shares — an estimated $358K sold.

Minot Wealth Management first reported a position in FBCG in Q2 2021 and held it in 2 quarters. The position peaked at $361K in Q2 2021. 47 funds tracked by Wall St. Rank hold FBCG as of Q4 2021.

  • Minot Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Minot Wealth Management sold 11,000 Fidelity Blue Chip Growth ETF shares in Q4 2021, an estimated $358K.
  • Minot Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2021 and held it in 2 quarters.
  • Minot Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $361K in Q2 2021.
  • 47 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2021.

Based on Minot Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.