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Fidelity sml mid factr shares owned by CWM

Quarter-by-quarter ownership of Fidelity sml mid factr (FSMD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

All positions including Fidelity sml mid factr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity sml mid factr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $33k 857 38.51
2023-12-31 $31k 857 36.17
2023-09-30 $28k 857 32.67
2023-06-30 $29k 857 33.84
2023-03-31 $28k 857 32.67
2022-12-31 $27k 857 31.51

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Ishares Tr S&p 500 Grwt Etf (IVW)
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Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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View all positions for CWM

Top funds holding Fidelity sml mid factr

Commonwealth Equity Services
Kestra Advisory Services
Raymond James Financial Services Advisors
Advisor Group Holdings
Evergreen Private Wealth
Bank of America Corporation
Lincoln National
Cambridge Investment Research Advisors
AE Wealth Management
Advisory Services Network
Rehmann Capital Advisory
Wealth Enhancement Advisory Services
Harbour Investments
Royal Bank of Canada
Cedar Point Capital Partners

View all funds holding Fidelity sml mid factr