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Fidelity 500 Index Instl Premi shares owned by ORG Partners

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by ORG Partners from 13F filings

Historical chart of ORG Partners investment in Fidelity 500 Index Instl Premi

Tip: Access up to 7 years of quarterly data

All positions including Fidelity 500 Index Instl Premi held by ORG Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity 500 Index Instl Premi by ORG Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $212k 1.3k 169.44
2023-09-30 $182k 1.2k 149.41

More positions owned by ORG Partners

Energy Transfer Limited Partnershp (ET)
Gilead Sciences Common Stock (GILD)
1/100 Berkshire Htwy Common Stock
Sprott Physical Gold Etv Closed End Mutl Fund (PHYS)
Berkshire Hathaway Common Stock (BRK.B)
Enterprise Prods Part Limited Partnershp (EPD)
Amgen Common Stock (AMGN)
Cathay General Banco Common Stock (CATY)
Cohen Steers Qual Income Closed End Mutl Fund (RQI)
Alibaba Group Hldg Ltd F American Depository (BABA)
Nvidia Corp Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Brit Amer Tobacco F American Depository (BTI)
Apple Common Stock (AAPL)
Roche Hldg Ag F American Depository (RHHBY)

View all positions for ORG Partners

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Financial Gravity Wealth
Sippican Capital Adivsors
Fulton Bank, NA
Williams Jones Wealth Management
Texas Capital Banchares
Twin Capital Management
Ferguson Wellman Capital Management
Woodstock Corp
Carret Asset Management
Magnolia Capital Management
Coston, McIsaac & Partners
Neville Rodie & Shaw
Thomas Story & Son
Dumont & Blake Investment Advisors

View all funds holding Fidelity 500 Index Instl Premi