Number of Shares
674,125.00
Current Holdings Value*
$26.94 Mil
% of Portfolio
4.17%
Total Estimate Gain
$4.50 Mil
% of Total Estimate Gain
15.60%

Portfolio Strategies, Inc.'s Fidelity Blue Chip Growth ETF Holding Summary

As of 2025-03-31, Portfolio Strategies, Inc. held 674,125.00 shares of Fidelity Blue Chip Growth ETF(FBCG), totaling $26.94 Mil. This investment constitutes 4.17% of their stock portfolio, and Portfolio Strategies, Inc. now holds 0.73% of the outstanding Fidelity Blue Chip Growth ETF(FBCG) stock.

The initial trade took place in 2024Q3. And since then Portfolio Strategies, Inc. has made 3 purchases of FBCG, at an average price of $42.76, for a total of 674,125.00 shares. Based on historical transaction data and FBCG's current price of $49.43, Portfolio Strategies, Inc.'s estimated gain on his FBCG holdings is $4.50 Mil, reflecting a 15.60% gain to date.

Portfolio Strategies, Inc. FBCG ($49.43) Holding Chart

Portfolio Strategies, Inc. FBCG ($49.43) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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