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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

Tip: Access up to 7 years of quarterly data

All positions including Fidelity momentum factr held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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