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Fidelity fund shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $292k 14k 20.31
2024-03-31 $296k 14k 20.92
2023-12-31 $296k 14k 20.60
2023-09-30 $278k 15k 18.54
2023-06-30 $283k 15k 19.20
2023-03-31 $162k 8.6k 18.95