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Fidelity sml mid factr shares owned by Parcion Private Wealth

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

Historical chart of Parcion 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 Parcion 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 Parcion Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $19M 469k 41.40

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Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Coinbase Global Com Cl A (COIN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Paccar (PCAR)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Weyerhaeuser Co Mtn Be Com New (WY)
Ishares Gold Tr Ishares New (IAU)

View all positions for Parcion Private Wealth

Top funds holding Fidelity sml mid factr

Retirement Planning Group
Commonwealth Equity Services
Parcion Private Wealth
Envestnet Asset Management
Systelligence
Raymond James Financial Services Advisors
Kestra Advisory Services
Sterling Manor Financial
Northwestern Mutual Wealth Management Company
Fundamentun
Cetera Investment Advisers
Bank of America Corporation
LPL Financial
Evergreen Private Wealth
Advisor Group Holdings

View all funds holding Fidelity sml mid factr