Plante Moran Financial Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Plante Moran Financial Advisors’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
2025 Q2	–	Sell	-68	Closed	-$2.72K	–	801
2025 Q1	$2.72K	Buy	+68	New	+$3.08K	﹤0.01%	683

Other funds holding FBCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GIA

Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return

Plante Moran Financial Advisors's FBCG Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q2 2025, closing a stake of 68 shares — an estimated $2.72K sold.

Plante Moran Financial Advisors first reported a position in FBCG in Q1 2025 and held it in 1 quarter. The position peaked at $2.72K in Q1 2025. 200 funds tracked by Wall St. Rank hold FBCG as of Q2 2025.

Plante Moran Financial Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q2 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 68 Fidelity Blue Chip Growth ETF shares in Q2 2025, an estimated $2.72K.
Plante Moran Financial Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q1 2025 and held it in 1 quarter.
Plante Moran Financial Advisors's Fidelity Blue Chip Growth ETF position peaked at $2.72K in Q1 2025.
200 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.