Fidelity Adv New Insights Fd C shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Fidelity Adv New Insights Fd C (FINSX) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Fidelity Adv New Insights Fd C
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Quarterly reported holdings in Fidelity Adv New Insights Fd C by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $548k | 13k | 43.86 |
| 2024-06-30 | $528k | 13k | 42.24 |
| 2024-03-31 | $493k | 13k | 39.45 |
| 2023-09-30 | $381k | 12k | 32.06 |
| 2023-06-30 | $383k | 12k | 32.24 |
| 2023-03-31 | $368k | 13k | 28.90 |
| 2022-12-31 | $352k | 13k | 26.60 |
| 2022-09-30 | $336k | 12k | 28.53 |
| 2022-06-30 | $350k | 12k | 29.72 |
| 2022-03-31 | $434k | 12k | 36.85 |
| 2021-12-31 | $484k | 12k | 41.69 |
| 2021-09-30 | $682k | 16k | 42.49 |
| 2021-06-30 | $751k | 18k | 42.30 |
| 2021-03-31 | $714k | 18k | 40.21 |
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