Fidelity sml mid factr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Fidelity sml mid factr
Tip: Access up to 7 years of quarterly data
All positions including Fidelity sml mid factr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity sml mid factr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 8.5k | 43.98 |
| 2025-06-30 | $538k | 13k | 41.47 |
| 2025-03-31 | $2.1M | 53k | 39.16 |
| 2024-12-31 | $2.0M | 48k | 41.17 |
| 2024-09-30 | $1.8M | 44k | 41.40 |
| 2024-06-30 | $1.4M | 38k | 37.68 |
| 2024-03-31 | $1.3M | 33k | 38.86 |
| 2023-12-31 | $1.2M | 32k | 36.12 |
| 2023-09-30 | $991k | 31k | 32.27 |
| 2023-06-30 | $824k | 25k | 33.44 |
| 2023-03-31 | $514k | 16k | 32.26 |
| 2022-12-31 | $364k | 12k | 31.33 |