Peterson Financial Group’s Fidelity Magellan ETF FMAG Stock Holding History

Peterson Financial Group’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
2024 Q3	$8.12K	Buy	+265	New	+$7.84K	0.03%	235

Other funds holding FMAG

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

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Peterson Financial Group's FMAG Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Fidelity Magellan ETF (FMAG) in Q3 2024: 265 shares worth $8.12K. The stake represents 0.03% of the portfolio and ranks #235 among its holdings.

28 funds tracked by Wall St. Rank hold FMAG as of Q3 2024.

Peterson Financial Group held 265 shares of Fidelity Magellan ETF worth $8.12K as of Q3 2024.
Fidelity Magellan ETF was a new Peterson Financial Group position in Q3 2024.
Fidelity Magellan ETF made up 0.03% of Peterson Financial Group's portfolio in Q3 2024, its #235 holding.
28 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.