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Steward Financial Group’s Fidelity Magellan ETF FMAG Stock Holding History

Steward Financial Group’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
2023
Q3 		$4K Buy
+200
New +$4.4K ﹤0.01% 719

Other funds holding FMAG

BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
OIA
Optimum Investment Advisors Chicago, Illinois $252M AUM 26.44% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Steward Financial Group's FMAG Position: Q3 2023 in Review

Steward Financial Group opened a new position in Fidelity Magellan ETF (FMAG) in Q3 2023: 200 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings.

14 funds tracked by Wall St. Rank hold FMAG as of Q3 2023.

  • Steward Financial Group held 200 shares of Fidelity Magellan ETF worth $4K as of Q3 2023.
  • Fidelity Magellan ETF was a new Steward Financial Group position in Q3 2023.
  • Fidelity Magellan ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #719 holding.
  • 14 funds tracked by Wall St. Rank held Fidelity Magellan ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.