Fidelity msci finls idx shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Fidelity msci finls idx (FNCL) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Fidelity msci finls idx
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Quarterly reported holdings in Fidelity msci finls idx by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 25k | 63.86 |
| 2024-03-31 | $1.7M | 28k | 59.40 |
| 2023-12-31 | $1.5M | 28k | 53.55 |
| 2023-09-30 | $1.3M | 28k | 46.56 |
| 2023-06-30 | $1.3M | 28k | 47.07 |
| 2023-03-31 | $1.3M | 29k | 45.10 |
| 2022-12-31 | $1.4M | 29k | 47.94 |
| 2022-09-30 | $1.3M | 30k | 43.05 |
| 2022-06-30 | $1.4M | 32k | 44.62 |
| 2022-03-31 | $1.7M | 32k | 54.14 |
| 2021-12-31 | $1.8M | 32k | 55.91 |
| 2021-09-30 | $1.7M | 33k | 53.67 |
| 2021-06-30 | $1.7M | 33k | 52.35 |
| 2021-03-31 | $1.6M | 33k | 48.92 |
| 2020-12-31 | $1.4M | 33k | 42.21 |
| 2020-09-30 | $1.1M | 33k | 33.79 |
| 2019-06-30 | $455k | 11k | 40.09 |
| 2019-03-31 | $426k | 11k | 37.53 |
| 2018-12-31 | $392k | 11k | 34.54 |
More positions owned by Robertson Stephens Wealth Management
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