Spire Wealth Management’s Fidelity Blue Chip Value ETF FBCV Stock Holding History

Spire Wealth Management’s Portfolio FBCV Stock Details FBCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,260	Closed	-$108K	–	2342
2022 Q3	$108K	Sell	4,260 -3,732	-47%	-$103K	0.01%	682
2022 Q2	$215K	Buy	7,992 +853	+12%	+$24.1K	0.01%	739
2022 Q1	$210K	Sell	7,139 -1,804	-20%	-$52.5K	0.01%	872
2021 Q4	$263K	Buy	8,943 +546	+7%	+$15.9K	0.01%	966
2021 Q3	$234K	Buy	8,397 +4,192	+100%	+$120K	0.01%	858
2021 Q2	$119K	Buy	4,205 +3	+0.1%	+$85	﹤0.01%	1130
2021 Q1	$112K	Buy	+4,202	New	+$107K	﹤0.01%	1356

Other funds holding FBCV

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

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Spire Wealth Management's FBCV Position: Q4 2022 in Review

Spire Wealth Management sold out of Fidelity Blue Chip Value ETF (FBCV) in Q4 2022, closing a stake of 4,260 shares — an estimated $108K sold.

Spire Wealth Management first reported a position in FBCV in Q1 2021 and held it in 7 quarters. The position peaked at $263K in Q4 2021. 19 funds tracked by Wall St. Rank hold FBCV as of Q4 2022.

Spire Wealth Management reported no remaining Fidelity Blue Chip Value ETF position as of Q4 2022 after selling out during the quarter.
Spire Wealth Management sold 4,260 Fidelity Blue Chip Value ETF shares in Q4 2022, an estimated $108K.
Spire Wealth Management first reported a position in Fidelity Blue Chip Value ETF in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Fidelity Blue Chip Value ETF position peaked at $263K in Q4 2021.
19 funds tracked by Wall St. Rank held Fidelity Blue Chip Value ETF as of Q4 2022.

Based on Spire Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.