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
Download as csv Download as ExcelQuarterly 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 |
More positions owned by Steward Partners Investment Advisory
View all positions for Steward Partners Investment Advisory