Garde Capital »

Fidelity 500 Index Instl Premi shares owned by Garde Capital

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

Historical chart of Garde Capital 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 Garde Capital 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 500 Index Instl Premi by Garde Capital

Quarter filed Position value Share count Share price at filing
2023-09-30 $308k 2.1k 149.37
2023-06-30 $318k 2.1k 155.12
2023-03-31 $287k 2.0k 142.93
2022-12-31 $263k 2.0k 133.23
2022-09-30 $249k 2.0k 124.69
2022-06-30 $259k 2.0k 132.01
2021-06-30 $237k 1.6k 149.62
2021-03-31 $221k 1.6k 138.21
2020-12-31 $248k 1.9k 129.71
2020-09-30 $222k 1.9k 117.09

More positions owned by Garde Capital

Vanguard Index Fds Growth Etf Put Option (VUG)
Vanguard Index Fds Value Etf Put Option (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Microsoft Corporation Put Option (MSFT)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple Put Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Garde Capital

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Fulton Bank, NA
Ferguson Wellman Capital Management
Sippican Capital Adivsors
Riverbrige Partners
Williams Jones Wealth Management
Carret Asset Management
Coston, McIsaac & Partners
Marcia E. Wade
North Star Asset Management
Grace & White
North Point Portfolio Managers Corporation
Wintrust Financial Corporation
Moody Lynn & Co/

View all funds holding Fidelity 500 Index Instl Premi