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Fidelity msci finls idx shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Fidelity msci finls idx

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci finls idx held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 22k 63.86
2024-06-30 $1.2M 21k 57.94
2024-03-31 $1.2M 21k 59.40
2023-12-31 $1.4M 25k 53.55
2022-12-31 $2.3M 47k 47.94

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Amazon Stock (AMZN)
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
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Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

View all positions for Beaumont Financial Advisors

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Agf Management
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
PFG Financial Advisors
Full Sail Capital
Morgan Stanley
Kovitz Investment Group Partners
Stifel Financial
Advisor Group Holdings
Thrivent Financial for Lutherans
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Advisory Services Network

View all funds holding Fidelity msci finls idx