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Fidelity Global Ex-us Ins Prm mf shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fidelity Global Ex-us Ins Prm mf (FSGGX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fidelity Global Ex-us Ins Prm mf

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All positions including Fidelity Global Ex-us Ins Prm mf held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Global Ex-us Ins Prm mf by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $171k 11k 16.04
2024-06-30 $159k 11k 14.89
2024-03-31 $157k 11k 14.74
2023-09-30 $141k 11k 13.19
2023-06-30 $147k 11k 13.78
2023-03-31 $143k 11k 13.43
2022-12-31 $134k 11k 12.55
2022-09-30 $116k 10k 11.17
2022-06-30 $130k 10k 12.52
2022-03-31 $149k 10k 14.35
2021-12-31 $159k 10k 15.32
2021-09-30 $155k 10k 15.33

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Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
AB Income Advisor Mutual Fund (ACGYX)

View all positions for Encompass Wealth Advisors

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