SAM
FBCG

Synergy Asset Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-1,712
Closed -$73.2K – 313
2024
Q4 		$73.2K Buy
+1,712
New +$77.6K 0.01% 249
2024
Q3 		– Sell
-6,880
Closed -$292K – 150
2024
Q2 		$292K Buy
+6,880
New +$272K 0.05% 106

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Synergy Asset Management's FBCG Position: Q1 2025 in Review

Synergy Asset Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2025, closing a stake of 1,712 shares — an estimated $73.2K sold.

Synergy Asset Management first reported a position in FBCG in Q2 2024 and held it in 2 quarters. The position peaked at $292K in Q2 2024. 197 funds tracked by Wall St. Rank hold FBCG as of Q1 2025.

  • Synergy Asset Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,712 Fidelity Blue Chip Growth ETF shares in Q1 2025, an estimated $73.2K.
  • Synergy Asset Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 2 quarters.
  • Synergy Asset Management's Fidelity Blue Chip Growth ETF position peaked at $292K in Q2 2024.
  • 197 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.