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Fidelity msci finls idx shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Fidelity msci finls idx

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All positions including Fidelity msci finls idx held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci finls idx by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 191k 63.92
2024-06-30 $11M 194k 58.00

More positions owned by Kovitz Investment Group Partners

Valued Advisers Tr Kovitz Core Eqt (EQTY)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Apple Common (AAPL)
Amazon Common (AMZN)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Cl'b'com Usd0.0033 (BRK.B)
salesforce (CRM)
Becton Dickinson Common (BDX)
Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Kovitz Investment Group Partners

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