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Fidelity fund shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 74k 21.76
2024-06-30 $1.4M 69k 20.31
2024-03-31 $1.8M 88k 20.91
2023-12-31 $1.3M 61k 20.60

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Kestra Advisory Services
Advisor Group Holdings
BEAM Asset Management
Putnam Fl Investment Management
Concurrent Investment Advisors
Wealthtrust Axiom
Element Wealth
LPL Financial
City Center Advisors
Mml Investors Services
Dentgroup
TCG Advisory Services
Soltis Investment Advisors

View all funds holding Fidelity fund