Schmidt P J Investment Management Inc Fidelity Covington Tr Blue Chi Transaction History

Schmidt P J Investment Management Inc

  • $562 Million
  • Q2 2025

A detailed history of Schmidt P J Investment Management Inc transactions in Fidelity Covington Tr Blue Chi stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 17,744 shares of FBCG stock, worth $952,852. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,744
Previous 5,552 219.6%
Holding current value
$952,852
Previous $221,000 286.88%
% of portfolio
0.15%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 01, 2025
BUY
$35.12 - $48.24 $428,183 - $588,142
12,192 Added 219.6%
17,744 $855,000
Q1 2025

May 21, 2025
BUY
$39.97 - $48.7 $36,692 - $44,706
918 Added 19.81%
5,552 $221,000
Q4 2024

Jan 27, 2025
BUY
$42.05 - $48.31 $194,859 - $223,868
4,634 New
4,634 $214,000

Others Institutions Holding FBCG

# of Institutions
210
Shares Held
50M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR BLUE CHI

FBCG Quotes by TradingView
  • Ticker FBCG
  • Sector ETFs
  • Industry ETFs
More about FBCG
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email