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Fidelity Adv New Insights Fd C shares owned by Sequent Asset Management

Quarter-by-quarter ownership of Fidelity Adv New Insights Fd C (FINSX) shares owned by Sequent Asset Management from 13F filings

Historical chart of Sequent Asset Management investment in Fidelity Adv New Insights Fd C

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All positions including Fidelity Adv New Insights Fd C held by Sequent Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Adv New Insights Fd C by Sequent Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 34k 43.86
2024-06-30 $1.4M 34k 42.24
2024-03-31 $1.4M 35k 39.44
2023-12-31 $1.4M 41k 34.00
2022-12-31 $1.2M 45k 26.60
2022-09-30 $1.2M 41k 28.49
2022-06-30 $1.2M 42k 29.73
2022-03-31 $1.5M 42k 36.89
2021-12-31 $1.8M 42k 41.73
2021-09-30 $1.6M 39k 42.55
2021-06-30 $1.6M 39k 42.33
2021-03-31 $1.2M 33k 37.79
2020-12-31 $1.2M 32k 37.70
2020-09-30 $1.0M 28k 37.23
2020-06-30 $922k 28k 33.41
2020-03-31 $747k 28k 26.86
2019-12-31 $838k 26k 32.89
2019-09-30 $755k 24k 32.12
2019-06-30 $787k 24k 32.83
2019-03-31 $705k 23k 31.13
2018-12-31 $614k 23k 27.12
2018-09-30 $731k 20k 35.75
2018-06-30 $710k 21k 33.87
2018-03-31 $1.2M 41k 28.97
2017-12-31 $1.1M 34k 32.05
2017-09-30 $1.3M 41k 32.14
2017-06-30 $1.2M 41k 30.42
2017-03-31 $1.5M 52k 28.95
2016-12-31 $1.4M 51k 26.94
2016-09-30 $1.4M 50k 28.12
2016-06-30 $1.3M 50k 26.54
2016-03-31 $1.3M 50k 26.14
2015-12-31 $1.3M 49k 26.64
2015-09-30 $962k 37k 26.27
2015-06-30 $819k 29k 28.08
2015-03-31 $810k 29k 27.77
2014-12-31 $2.0M 74k 27.14
2014-09-30 $2.0M 69k 28.38
2014-06-30 $2.1M 72k 28.40
2014-03-31 $2.1M 76k 27.39
2013-12-31 $2.2M 82k 26.75
2013-09-30 $2.1M 73k 28.08
2013-06-30 $1.8M 70k 25.67

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View all positions for Sequent Asset Management

Top funds holding Fidelity Adv New Insights Fd C

Sequent Asset Management
Encompass Wealth Advisors
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Atlas Wealth
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Financial Gravity Wealth
Financial Gravity Companies

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