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Fidelity fund shares owned by David Kennon

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by David Kennon from 13F filings

Historical chart of David Kennon investment in Fidelity fund

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All positions including Fidelity fund held by David Kennon consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by David Kennon

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9M 382k 20.60
2023-09-30 $7.1M 385k 18.55
2023-06-30 $7.4M 385k 19.21
2023-03-31 $7.3M 383k 18.95
2022-12-31 $11M 609k 18.65
2022-09-30 $9.6M 607k 15.79

More positions owned by David Kennon

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
RBB Us Trsry 6 Mnth (XBIL)
Fidelity Covington Trust Int Hg Div Etf (FIDI)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Broad Usd High (USHY)

View all positions for David Kennon

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Jane Street
Advisor Group Holdings
BEAM Asset Management
Element Wealth
Wealthtrust Axiom
Concurrent Investment Advisors
J.w. Cole Advisors
Steward Partners Investment Advisory
Sequent Asset Management
Envestnet Portfolio Solutions
Adell, Harriman, & Carpenter
Soltis Investment Advisors

View all funds holding Fidelity fund