Fidelity fund shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Fidelity fund (FIDI) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Fidelity fund
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Quarterly reported holdings in Fidelity fund by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 55k | 24.47 |
| 2025-06-30 | $1.3M | 56k | 23.29 |
| 2025-03-31 | $1.2M | 58k | 21.44 |
| 2024-12-31 | $1.2M | 61k | 19.50 |
| 2024-09-30 | $1.3M | 59k | 21.76 |
| 2024-06-30 | $1.2M | 59k | 20.31 |
| 2024-03-31 | $1.2M | 60k | 20.92 |
| 2023-12-31 | $1.3M | 64k | 20.60 |
| 2023-09-30 | $1.3M | 68k | 18.54 |
| 2023-06-30 | $1.3M | 68k | 19.21 |
| 2023-03-31 | $1.3M | 67k | 18.95 |
| 2022-12-31 | $1.2M | 66k | 18.65 |
| 2022-09-30 | $1.1M | 67k | 15.78 |
| 2022-06-30 | $1.2M | 63k | 18.36 |
| 2022-03-31 | $1.3M | 63k | 21.10 |
| 2021-12-31 | $1.3M | 63k | 20.57 |
| 2021-09-30 | $1.3M | 64k | 20.37 |
| 2021-06-30 | $1.3M | 64k | 20.62 |
| 2021-03-31 | $1.2M | 61k | 20.24 |
| 2020-12-31 | $1.2M | 65k | 18.31 |
| 2020-09-30 | $1.1M | 69k | 15.80 |
| 2020-06-30 | $1.1M | 68k | 16.21 |
| 2020-03-31 | $977k | 66k | 14.89 |
| 2019-12-31 | $1.5M | 70k | 21.60 |
| 2019-09-30 | $1.2M | 61k | 20.18 |
| 2019-06-30 | $1.2M | 58k | 20.43 |
| 2019-03-31 | $1.2M | 58k | 20.75 |
| 2018-12-31 | $1.1M | 57k | 19.54 |
| 2018-09-30 | $818k | 37k | 22.23 |
| 2018-06-30 | $526k | 24k | 22.10 |