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Fidelity fund shares owned by Envestnet Portfolio Solutions

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

Historical chart of Envestnet Portfolio Solutions investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-12-31 $251k 13k 19.50
2024-09-30 $280k 13k 21.76
2024-03-31 $251k 12k 20.92
2023-12-31 $247k 12k 20.60

More positions owned by Envestnet Portfolio Solutions

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Trust For Professional Man Activepassive Us (APUE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Trust For Professional Man Activepassive Eq (APIE)
Trust For Professional Man Activepassive Cr (APCB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr National Mun Etf (MUB)

View all positions for Envestnet Portfolio Solutions

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Kestra Advisory Services
Advisor Group Holdings
Flow Traders US
Putnam Fl Investment Management
BEAM Asset Management
Jane Street
Concurrent Investment Advisors
Wealthtrust Axiom
LPL Financial
Element Wealth
Bank of America Corporation
City Center Advisors
Dentgroup

View all funds holding Fidelity fund