OAS
FBCG

Optivise Advisory Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Optivise Advisory Services’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
2024
Q3 		– Sell
-55,276
Closed -$2.35M – 171
2024
Q2 		$2.35M Buy
+55,276
New +$2.18M 1.27% 19

Other funds holding FBCG

JP Morgan Chase
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optivise Advisory Services's FBCG Position: Q3 2024 in Review

Optivise Advisory Services sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2024, closing a stake of 55,276 shares — an estimated $2.35M sold.

Optivise Advisory Services first reported a position in FBCG in Q2 2024 and held it in 1 quarter. The position peaked at $2.35M in Q2 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • Optivise Advisory Services reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Optivise Advisory Services sold 55,276 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $2.35M.
  • Optivise Advisory Services first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 1 quarter.
  • Optivise Advisory Services's Fidelity Blue Chip Growth ETF position peaked at $2.35M in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Optivise Advisory Services's 13F filing for Q3 2024, filed 12 Nov 2024.