Fidelity fund shares owned by Element Wealth
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Element Wealth
from 13F filings
Historical chart of Element Wealth investment in Fidelity fund
Tip: Access up to 7 years of quarterly data
All positions including Fidelity fund held by Element Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity fund by Element Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 64k | 20.60 |
| 2023-09-30 | $1.2M | 66k | 18.54 |
| 2023-06-30 | $1.3M | 67k | 19.21 |
| 2023-03-31 | $1.3M | 69k | 18.95 |
| 2022-12-31 | $1.3M | 71k | 18.65 |
| 2022-09-30 | $1.3M | 80k | 15.79 |
| 2022-06-30 | $1.5M | 84k | 18.36 |
| 2022-03-31 | $1.8M | 84k | 21.10 |
| 2021-12-31 | $2.0M | 96k | 20.59 |
| 2021-09-30 | $2.0M | 97k | 20.37 |
| 2021-06-30 | $2.0M | 96k | 20.62 |
| 2021-03-31 | $2.0M | 97k | 20.25 |
| 2020-12-31 | $1.8M | 97k | 18.32 |
| 2020-09-30 | $1.4M | 91k | 15.81 |
| 2020-06-30 | $1.5M | 90k | 16.22 |
| 2020-03-31 | $1.4M | 95k | 14.90 |
| 2019-12-31 | $1.9M | 88k | 21.59 |