PP
FBCV

Pacifica Partners’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Pacifica Partners’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
2024
Q3 		– Sell
-1,000
Closed -$30K – 515
2024
Q2 		$30K Buy
+1,000
New +$30.3K 0.01% 262

Other funds holding FBCV

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
P
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KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Pacifica Partners's FBCV Position: Q3 2024 in Review

Pacifica Partners sold out of Fidelity Blue Chip Value ETF (FBCV) in Q3 2024, closing a stake of 1,000 shares — an estimated $30K sold.

Pacifica Partners first reported a position in FBCV in Q2 2024 and held it in 1 quarter. The position peaked at $30K in Q2 2024. 27 funds tracked by Wall St. Rank hold FBCV as of Q3 2024.

  • Pacifica Partners reported no remaining Fidelity Blue Chip Value ETF position as of Q3 2024 after selling out during the quarter.
  • Pacifica Partners sold 1,000 Fidelity Blue Chip Value ETF shares in Q3 2024, an estimated $30K.
  • Pacifica Partners first reported a position in Fidelity Blue Chip Value ETF in Q2 2024 and held it in 1 quarter.
  • Pacifica Partners's Fidelity Blue Chip Value ETF position peaked at $30K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q3 2024.

Based on Pacifica Partners's 13F filing for Q3 2024, filed 7 Oct 2024.