PFS
FBCG

Prospera Financial Services’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Prospera Financial 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
2021
Q4 		– Sell
-20,250
Closed -$658K – 877
2021
Q3 		$658K Sell
20,250
-32,160
-61% -$1.07M 0.03% 458
2021
Q2 		$1.71M Sell
52,410
-700
-1% -$21.5K 0.09% 272
2021
Q1 		$1.55M Sell
53,110
-33,621
-39% -$999K 0.09% 258
2020
Q4 		$2.48M Buy
+86,731
New +$2.3M 0.17% 147

Other funds holding FBCG

MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CCA
Childress Capital Advisors Houston, Texas $610M AUM 38.3% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Prospera Financial Services's FBCG Position: Q4 2021 in Review

Prospera Financial Services sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q4 2021, closing a stake of 20,250 shares — an estimated $658K sold.

Prospera Financial Services first reported a position in FBCG in Q4 2020 and held it in 4 quarters. The position peaked at $2.48M in Q4 2020. 47 funds tracked by Wall St. Rank hold FBCG as of Q4 2021.

  • Prospera Financial Services reported no remaining Fidelity Blue Chip Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Prospera Financial Services sold 20,250 Fidelity Blue Chip Growth ETF shares in Q4 2021, an estimated $658K.
  • Prospera Financial Services first reported a position in Fidelity Blue Chip Growth ETF in Q4 2020 and held it in 4 quarters.
  • Prospera Financial Services's Fidelity Blue Chip Growth ETF position peaked at $2.48M in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q4 2021.

Based on Prospera Financial Services's 13F filing for Q4 2021, filed 10 Feb 2022.