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Spire Wealth Management’s Fidelity Magellan ETF FMAG Stock Holding History

Spire Wealth Management’s Portfolio FMAG Stock Details FMAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-173
Closed -$5.3K – 2467
2024
Q3 		$5.3K Buy
+173
New +$5.12K ﹤0.01% 1808

Other funds holding FMAG

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return

Spire Wealth Management's FMAG Position: Q4 2024 in Review

Spire Wealth Management sold out of Fidelity Magellan ETF (FMAG) in Q4 2024, closing a stake of 173 shares — an estimated $5.3K sold.

Spire Wealth Management first reported a position in FMAG in Q3 2024 and held it in 1 quarter. The position peaked at $5.3K in Q3 2024. 26 funds tracked by Wall St. Rank hold FMAG as of Q4 2024.

  • Spire Wealth Management reported no remaining Fidelity Magellan ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 173 Fidelity Magellan ETF shares in Q4 2024, an estimated $5.3K.
  • Spire Wealth Management first reported a position in Fidelity Magellan ETF in Q3 2024 and held it in 1 quarter.
  • Spire Wealth Management's Fidelity Magellan ETF position peaked at $5.3K in Q3 2024.
  • 26 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.