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Fidelity Capital & Income shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fidelity Capital & Income (FAGIX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fidelity Capital & Income

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Capital & 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 Capital & Income by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $143k 14k 10.18
2024-06-30 $139k 14k 9.94
2024-03-31 $240k 24k 9.93
2023-09-30 $223k 24k 9.22
2023-06-30 $225k 24k 9.31
2023-03-31 $221k 24k 9.24
2022-12-31 $213k 24k 9.02
2022-09-30 $204k 23k 8.85
2022-06-30 $205k 23k 8.99
2022-03-31 $231k 22k 10.61
2021-12-31 $238k 21k 11.21
2021-09-30 $233k 21k 11.30

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)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Microsoft Corp Common Stock (MSFT)
Airbnb Common Stock (ABNB)
Costco Wholesale Corp Common Stock (COST)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

Top funds holding Fidelity Capital & Income

Encompass Wealth Advisors

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