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Fidelity fund shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity fund by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $302k 16k 19.50
2024-09-30 $336k 16k 21.76
2024-06-30 $252k 12k 20.31

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Fidelity fund

Commonwealth Equity Services
David Kennon
Kestra Advisory Services
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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