Fundamentun »

Fidelity sml mid factr shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Fidelity sml mid factr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity sml mid factr by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.2M 165k 37.68

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Alps Etf Tr Smith Core Plus (SMTH)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Apple (AAPL)
Ishares Tr Investment Grade (IGEB)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Kestra Advisory Services
Envestnet Asset Management
Raymond James Financial Services Advisors
Advisor Group Holdings
Sterling Manor Financial
Fundamentun
Cetera Investment Advisers
Evergreen Private Wealth
LPL Financial
Bank of America Corporation
Susquehanna International
H D Vest Advisory Services
Cambridge Investment Research Advisors

View all funds holding Fidelity sml mid factr