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Fidelity fund shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 47k 31.28
2025-06-30 $608k 21k 29.34
2025-03-31 $364k 14k 26.65
2024-12-31 $388k 16k 24.21
2024-09-30 $430k 16k 26.55
2024-06-30 $348k 14k 25.17

More positions owned by Envestnet Asset Management

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Ishares Tr Core Total Usd (IUSB)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Envestnet Asset Management

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