ZIM
FBCG

Zacks Investment Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

Zacks Investment 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
-12,204
Closed -$518K – 712
2024
Q2 		$518K Buy
+12,204
New +$482K 0.01% 438
2023
Q3 		– Sell
-8,806
Closed -$262K – 644
2023
Q2 		$262K Buy
8,806
+600
+7% +$16.1K ﹤0.01% 551
2023
Q1 		$209K Buy
+8,206
New +$194K ﹤0.01% 581

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

Zacks Investment Management's FBCG Position: Q3 2024 in Review

Zacks Investment Management sold out of Fidelity Blue Chip Growth ETF (FBCG) in Q3 2024, closing a stake of 12,204 shares — an estimated $518K sold.

Zacks Investment Management first reported a position in FBCG in Q1 2023 and held it in 3 quarters. The position peaked at $518K in Q2 2024. 135 funds tracked by Wall St. Rank hold FBCG as of Q3 2024.

  • Zacks Investment Management reported no remaining Fidelity Blue Chip Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Zacks Investment Management sold 12,204 Fidelity Blue Chip Growth ETF shares in Q3 2024, an estimated $518K.
  • Zacks Investment Management first reported a position in Fidelity Blue Chip Growth ETF in Q1 2023 and held it in 3 quarters.
  • Zacks Investment Management's Fidelity Blue Chip Growth ETF position peaked at $518K in Q2 2024.
  • 135 funds tracked by Wall St. Rank held Fidelity Blue Chip Growth ETF as of Q3 2024.

Based on Zacks Investment Management's 13F filing for Q3 2024, filed 14 Nov 2024.