Optimum Investment Advisors’s Fidelity Magellan ETF FMAG Stock Holding History

Optimum Investment Advisors’s Portfolio FMAG Stock Details FMAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$10.7K	–	674
2023 Q3	$10.7K	Hold	500	–	–	0.01%	535
2023 Q2	$10.9K	Hold	500	–	–	0.01%	544
2023 Q1	$10K	Hold	500	–	–	0.01%	567
2022 Q4	$9.22K	Hold	500	–	–	0.01%	576
2022 Q3	$9K	Hold	500	–	–	﹤0.01%	595
2022 Q2	$9K	Hold	500	–	–	﹤0.01%	615
2022 Q1	$11K	Hold	500	–	–	﹤0.01%	636
2021 Q4	$13K	Hold	500	–	–	0.01%	646
2021 Q3	$11K	Hold	500	–	–	﹤0.01%	671
2021 Q2	$11K	Hold	500	–	–	﹤0.01%	739
2021 Q1	$10K	Buy	+500	New	+$9.93K	﹤0.01%	765

Other funds holding FMAG

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SXL

Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.43B AUM 21.99% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Optimum Investment Advisors's FMAG Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Fidelity Magellan ETF (FMAG) in Q4 2023, closing a stake of 500 shares — an estimated $10.7K sold.

Optimum Investment Advisors first reported a position in FMAG in Q1 2021 and held it in 11 quarters. The position peaked at $13K in Q4 2021. 13 funds tracked by Wall St. Rank hold FMAG as of Q4 2023.

Optimum Investment Advisors reported no remaining Fidelity Magellan ETF position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 500 Fidelity Magellan ETF shares in Q4 2023, an estimated $10.7K.
Optimum Investment Advisors first reported a position in Fidelity Magellan ETF in Q1 2021 and held it in 11 quarters.
Optimum Investment Advisors's Fidelity Magellan ETF position peaked at $13K in Q4 2021.
13 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.