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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

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Quarterly reported holdings in Fidelity sml mid factr by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.1M 222k 41.17
2024-09-30 $7.2M 174k 41.40
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)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
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
Parcion Private Wealth
Bank of America Corporation
Systelligence
Envestnet Asset Management
Raymond James Financial
LPL Financial
Raymond James Financial Services Advisors
Stifel Financial
Cetera Investment Advisers
Kestra Advisory Services
Northwestern Mutual Wealth Management Company
Fundamentun
Steward Partners Investment Advisory

View all funds holding Fidelity sml mid factr