VWM
FBCG

Venturi Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Venturi Wealth 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
2024
Q3 		– Sell
-33
Closed -$1.4K – 1811
2024
Q2 		$1.4K Buy
+33
New +$1.3K ﹤0.01% 1423

Other funds holding FBCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GIA
Goodwin Investment Advisory Woodstock, Georgia $84M AUM 19.62% 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
KPWG
KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return
KIG
Kowal Investment Group Brookfield, Wisconsin $544M AUM 25.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's FBCG Position: Q3 2024 in Review

Venturi Wealth Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2024, closing a stake of 33 shares — an estimated $1.4K sold.

Venturi Wealth Management first reported a position in FBCG in Q2 2024 and held it in 1 quarter. The position peaked at $1.4K in Q2 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • Venturi Wealth Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 33 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $1.4K.
  • Venturi Wealth Management first reported a position in Fidelity Blue Chip Growth ETF in Q2 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Fidelity Blue Chip Growth ETF position peaked at $1.4K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Venturi Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.