SCA
FBCG

Southern Capital Advisors’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Southern Capital 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
2023
Q1 		– Sell
-102,927
Closed -$2.17M – 76
2022
Q4 		$2.17M Buy
+102,927
New +$2.27M 1.68% 16

Other funds holding FBCG

GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 19.35% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Southern Capital Advisors's FBCG Position: Q1 2023 in Review

Southern Capital Advisors sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2023, closing a stake of 102,927 shares — an estimated $2.17M sold.

Southern Capital Advisors first reported a position in FBCG in Q4 2022 and held it in 1 quarter. The position peaked at $2.17M in Q4 2022. 59 funds tracked by Wall St. Rank hold FBCG as of Q1 2023.

  • Southern Capital Advisors reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Southern Capital Advisors sold 102,927 Fidelity Blue Chip Growth ETF shares in Q1 2023, an estimated $2.17M.
  • Southern Capital Advisors first reported a position in Fidelity Blue Chip Growth ETF in Q4 2022 and held it in 1 quarter.
  • Southern Capital Advisors's Fidelity Blue Chip Growth ETF position peaked at $2.17M in Q4 2022.
  • 59 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2023.

Based on Southern Capital Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.