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Fidelity sml mid factr shares owned by Evergreen Private Wealth

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

Historical chart of Evergreen Private Wealth investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity sml mid factr by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.4M 114k 38.86
2023-12-31 $3.6M 99k 36.23

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Thermo Fisher Scientific (TMO)
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Netflix (NFLX)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
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Waste Management (WM)

View all positions for Evergreen Private Wealth

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