Fidelity msci finls idx shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Fidelity msci finls idx
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All positions including Fidelity msci finls idx held by Lifeworks 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 Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 23k | 76.34 |
| 2025-06-30 | $290k | 3.9k | 74.04 |
| 2025-03-31 | $265k | 3.8k | 69.51 |
| 2024-12-31 | $1.5M | 22k | 68.68 |
| 2024-09-30 | $1.2M | 18k | 63.86 |
| 2022-06-30 | $883k | 20k | 44.65 |
| 2022-03-31 | $869k | 16k | 54.17 |
| 2021-12-31 | $513k | 9.2k | 55.90 |