Mark Sheptoff Financial Planning »

Fidelity Blue Chip Growth shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Fidelity Blue Chip Growth (FBCG) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Fidelity Blue Chip Growth

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Blue Chip Growth held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Blue Chip Growth by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $45k 1.3k 33.31
2023-09-30 $39k 1.3k 28.96

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Fidelity Blue Chip Growth

Jpmorgan Chase & Co
Goodwin Investment Advisory
Commonwealth Equity Services
Bank of America Corporation
Kestra Advisory Services
Win Advisors
Kestra Private Wealth Services
MV Capital Management
Wiley Bros.-aintree Capital
Cambridge Investment Research Advisors
HighTower Advisors
UBS Group
Central Trust & Investment
Wealth Enhancement Advisory Services
H D Vest Advisory Services

View all funds holding Fidelity Blue Chip Growth