Fidelity fund shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Fidelity fund
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All positions including Fidelity fund held by Kestra Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fidelity fund by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 65k | 20.05 |
| 2024-03-31 | $1.2M | 46k | 25.43 |
| 2022-06-30 | $3.6M | 180k | 20.23 |
| 2022-03-31 | $3.3M | 141k | 23.45 |
| 2021-12-31 | $3.3M | 136k | 24.39 |
| 2021-09-30 | $2.7M | 114k | 23.80 |
| 2021-06-30 | $403k | 17k | 24.29 |