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Fidelity New Markets Income shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fidelity New Markets Income (FNMIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fidelity New Markets Income

Tip: Access up to 7 years of quarterly data

All positions including Fidelity New Markets Income held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity New Markets Income by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $136k 12k 11.27
2023-06-30 $141k 12k 11.62
2023-03-31 $139k 12k 11.54
2022-12-31 $136k 12k 11.51
2022-09-30 $125k 12k 10.71
2022-06-30 $146k 13k 11.46
2022-03-31 $165k 13k 13.08
2021-12-31 $178k 13k 14.23
2021-09-30 $180k 12k 14.53

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Fidelity New Markets Income

Dumont & Blake Investment Advisors

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