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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
2023-12-31 $1.4M 25k 53.55
2022-12-31 $2.3M 47k 47.94

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View all positions for Beaumont Financial Advisors

Top funds holding Fidelity msci finls idx

Lido Advisors
Charles Schwab Investment Management
Bank of America Corporation
Commonwealth Equity Services
Congress Wealth Management LLC / DE /
Q3 Asset Management
Jpmorgan Chase & Co
HighTower Advisors
Agf Management
Advisor Group Holdings
Stifel Financial
Wells Fargo & Company
AE Wealth Management
Quantitative Strategies
Advisory Services Network

View all funds holding Fidelity msci finls idx