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Fidelity msci hlth care i shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Fidelity msci hlth care i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci hlth care i held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci hlth care i by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2023-12-31 $786k 12k 64.69
2023-09-30 $645k 11k 60.58
2023-06-30 $416k 6.6k 63.12
2023-03-31 $405k 6.6k 61.47
2022-12-31 $292k 4.6k 63.98

More positions owned by A. Montag and Associates

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Coca-Cola Company (KO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Home Depot (HD)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core S&p Scp Etf (IJR)
Adobe Systems Incorporated (ADBE)

View all positions for A. Montag and Associates

Top funds holding Fidelity msci hlth care i

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Harbour Investments
Advisor Group Holdings
Adviser Investments
Wells Fargo & Company
AE Wealth Management
McGlone Suttner Wealth Management
Bank of America Corporation
Weatherly Asset Management
Jpmorgan Chase & Co
Waterway Wealth Management
Buttonwood Financial Advisors
Eagle Capital Management

View all funds holding Fidelity msci hlth care i