SFS
FBCG icon

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

Sowell 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
2025
Q3 		– Sell
-157,832
Closed -$7.61M – 1093
2025
Q2 		$7.61M Buy
+157,832
New +$6.73M 0.31% 65
2022
Q1 		– Sell
-94,162
Closed -$3.26M – 261
2021
Q4 		$3.26M Buy
94,162
+19,495
+26% +$675K 0.19% 123
2021
Q3 		$2.43M Buy
+74,667
New +$2.49M 0.16% 153
2021
Q2 		– Sell
-7,479
Closed -$224K – 1228
2021
Q1 		$224K Buy
7,479
+573
+8% +$17K 0.01% 988
2020
Q4 		$197K Sell
6,906
-9,738
-59% -$258K 0.01% 851
2020
Q3 		$410K Buy
+16,644
New +$391K 0.02% 519

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DWM
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SWP
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Envestnet Asset Management
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MML Investors Services
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GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return