Fidelity fund shares owned by AE Wealth Management
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Fidelity fund
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All positions including Fidelity fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity fund by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15k | 600 | 24.47 |
| 2025-03-31 | $8.4k | 393 | 21.44 |
| 2024-12-31 | $7.7k | 393 | 19.50 |