Holos Integrated Wealth LLC Makes New $4.42 Million Investment in Fidelity Blue Chip Growth ETF $FBCG

by · The Cerbat Gem

Holos Integrated Wealth LLC purchased a new stake in shares of Fidelity Blue Chip Growth ETF (BATS:FBCGFree Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 80,492 shares of the company’s stock, valued at approximately $4,423,000. Fidelity Blue Chip Growth ETF comprises 2.5% of Holos Integrated Wealth LLC’s portfolio, making the stock its 16th largest position. Holos Integrated Wealth LLC owned about 0.09% of Fidelity Blue Chip Growth ETF at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the business. Hantz Financial Services Inc. bought a new stake in shares of Fidelity Blue Chip Growth ETF in the 3rd quarter worth approximately $26,000. Cornerstone Planning Group LLC bought a new position in shares of Fidelity Blue Chip Growth ETF during the 3rd quarter valued at $27,000. First United Bank & Trust raised its position in Fidelity Blue Chip Growth ETF by 838.0% in the 3rd quarter. First United Bank & Trust now owns 2,345 shares of the company’s stock worth $126,000 after purchasing an additional 2,095 shares during the period. Qube Research & Technologies Ltd purchased a new position in Fidelity Blue Chip Growth ETF in the 3rd quarter worth $170,000. Finally, Raymond James Financial Inc. bought a new stake in Fidelity Blue Chip Growth ETF in the second quarter worth $203,000.

Fidelity Blue Chip Growth ETF Stock Down 0.3%

BATS FBCG opened at $51.25 on Friday. The company has a 50-day simple moving average of $53.54 and a two-hundred day simple moving average of $53.81. Fidelity Blue Chip Growth ETF has a 12-month low of $33.57 and a 12-month high of $56.50. The firm has a market cap of $4.65 billion, a price-to-earnings ratio of 29.62 and a beta of 1.32.

About Fidelity Blue Chip Growth ETF

(Free Report)

The Fidelity Blue Chip Growth ETF (FBCG) is an exchange-traded fund that is based on the Russell 1000 Growth index. The fund is an actively-managed, non-transparent fund of fundamentally-selected global growth stocks. The fund utilizes the Fidelity non-transparent model. FBCG was launched on Jun 3, 2020 and is managed by Fidelity.

See Also

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