TFG
FBCG

Team Financial Group’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Team Financial Group’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
2024
Q1 		– Sell
-148
Closed -$4.93K – 78
2023
Q4 		$4.93K Buy
+148
New +$4.55K ﹤0.01% 145

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WA
Win Advisors Palm Beach Gardens, Florida $219M AUM 43.69% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Team Financial Group's FBCG Position: Q1 2024 in Review

Team Financial Group sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q1 2024, closing a stake of 148 shares — an estimated $4.93K sold.

Team Financial Group first reported a position in FBCG in Q4 2023 and held it in 1 quarter. The position peaked at $4.93K in Q4 2023. 109 funds tracked by Wall St. Rank hold FBCG as of Q1 2024.

  • Team Financial Group reported no remaining Fidelity Blue Chip Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Team Financial Group sold 148 Fidelity Blue Chip Growth ETF shares in Q1 2024, an estimated $4.93K.
  • Team Financial Group first reported a position in Fidelity Blue Chip Growth ETF in Q4 2023 and held it in 1 quarter.
  • Team Financial Group's Fidelity Blue Chip Growth ETF position peaked at $4.93K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q1 2024.

Based on Team Financial Group's 13F filing for Q1 2024, filed 13 May 2024.