Fidelity momentum factr shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Fidelity momentum factr (FDMO) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Fidelity momentum factr
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Quarterly reported holdings in Fidelity momentum factr by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $567k | 6.8k | 83.17 |
| 2025-06-30 | $517k | 6.8k | 75.86 |
| 2024-12-31 | $554k | 8.0k | 69.61 |
| 2024-09-30 | $601k | 9.1k | 66.14 |
| 2024-06-30 | $643k | 10k | 63.72 |
| 2024-03-31 | $609k | 10k | 60.36 |
| 2023-12-31 | $595k | 11k | 52.92 |
| 2023-09-30 | $534k | 11k | 46.67 |
| 2023-06-30 | $570k | 12k | 48.36 |