Steward Partners Investment Advisory »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity fund by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Mcp Etf (IJH)
UnitedHealth (UNH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Tesla Motors (TSLA)

View all positions for Steward Partners Investment Advisory

Top funds holding Fidelity fund

David Kennon
Commonwealth Equity Services
Kestra Advisory Services
Jane Street
Advisor Group Holdings
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