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Fidelity fund shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $223k 9.1k 24.47
2025-03-31 $206k 9.6k 21.44
2023-06-30 $230k 12k 19.21
2021-09-30 $501k 25k 20.36
2021-06-30 $475k 23k 20.62
2021-03-31 $617k 31k 20.25
2020-12-31 $496k 27k 18.32
2020-09-30 $429k 27k 15.81
2020-06-30 $392k 24k 16.21
2020-03-31 $327k 22k 14.90
2019-12-31 $383k 18k 21.62
2019-09-30 $282k 14k 20.22
2019-06-30 $251k 12k 20.46
2019-03-31 $251k 12k 20.74
2018-12-31 $467k 24k 19.54