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Fidelity fund shares owned by Live Oak Investment Partners

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Live Oak Investment Partners from 13F filings

Historical chart of Live Oak Investment Partners investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Live Oak Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.3k 178 24.43
2023-09-30 $4.1k 178 22.83
2023-06-30 $4.1k 178 23.29
2023-03-31 $4.0k 178 22.63
2022-12-31 $3.8k 178 21.08

More positions owned by Live Oak Investment Partners

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Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

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