RL
FBCG

Retireful LLC’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Retireful LLC’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
2024
Q3 		– Sell
-10,508
Closed -$446K – 85
2024
Q2 		$446K Sell
10,508
-6,025
-36% -$238K 0.21% 91
2024
Q1 		$636K Buy
+16,533
New +$596K 0.26% 80

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retireful LLC's FBCG Position: Q3 2024 in Review

Retireful LLC sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2024, closing a stake of 10,508 shares — an estimated $446K sold.

Retireful LLC first reported a position in FBCG in Q1 2024 and held it in 2 quarters. The position peaked at $636K in Q1 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • Retireful LLC reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Retireful LLC sold 10,508 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $446K.
  • Retireful LLC first reported a position in Fidelity Blue Chip Growth ETF in Q1 2024 and held it in 2 quarters.
  • Retireful LLC's Fidelity Blue Chip Growth ETF position peaked at $636K in Q1 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Retireful LLC's 13F filing for Q3 2024, filed 8 Nov 2024.