Patriot Financial Group Insurance Agency’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-4	Closed	–	–	898
2022 Q2	$0	Hold	4	–	–	﹤0.01%	2060
2022 Q1	$0	Sell	4 -143	-97%	-$4.28K	﹤0.01%	2106
2021 Q4	$5K	Hold	147	–	–	﹤0.01%	1702
2021 Q3	$5K	Sell	147 -270	-65%	-$8.99K	﹤0.01%	1688
2021 Q2	$14K	Buy	417 +26	+7%	+$797	﹤0.01%	1317
2021 Q1	$11K	Buy	391 +387	+9,675%	+$11.5K	﹤0.01%	1318
2020 Q4	$0	Buy	+4	New	+$106	﹤0.01%	1885

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KAS

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MCM

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Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CCA

Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FBCG Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2022, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in FBCG in Q4 2020 and held it in 7 quarters. The position peaked at $14K in Q2 2021. 44 funds tracked by Wall St. Rank hold FBCG as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4 Fidelity Blue Chip Growth ETF shares in Q3 2022.
Patriot Financial Group Insurance Agency first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's Fidelity Blue Chip Growth ETF position peaked at $14K in Q2 2021.
44 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.