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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
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)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr National Mun Etf (MUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Rus Mdcp Val Etf (IWS)
Trust For Professional Man Activepassive Us (APUE)

View all positions for Envestnet Portfolio Solutions

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Jane Street
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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