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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
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

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Airbnb Common Stock (ABNB)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)
Costco Wholesale Corp Common Stock (COST)

View all positions for Encompass Wealth Advisors

Top funds holding Fidelity Global Ex-us Ins Prm mf

Cable Hill Partners

View all funds holding Fidelity Global Ex-us Ins Prm mf