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Fidelity msci info tech i shares owned by Steel Peak Wealth Management

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by Steel Peak Wealth Management from 13F filings

Historical chart of Steel Peak Wealth Management investment in Fidelity msci info tech i

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All positions including Fidelity msci info tech i held by Steel Peak Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 66k 143.64
2020-12-31 $5.9M 57k 104.51

More positions owned by Steel Peak Wealth Management

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Advanced Micro Devices (AMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl A (GOOGL)
Tesla Motors (TSLA)
Astrana Health Com New (ASTH)
salesforce (CRM)
Broadcom (AVGO)

View all positions for Steel Peak Wealth Management

Top funds holding Fidelity msci info tech i

Charles Schwab Investment Management
Lido Advisors
Churchill Management Corp.
Commonwealth Equity Services
Cambridge Investment Research Advisors
Advisor Group Holdings
Agf Management
Jpmorgan Chase & Co
PFG Financial Advisors
Advisory Services Network
Stifel Financial
Financial Partners Group
Harel Insurance Investments & Financial Services
Kestra Advisory Services
Wells Fargo & Company

View all funds holding Fidelity msci info tech i