Fidelity msci info tech i shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity msci info tech i
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Quarterly reported holdings in Fidelity msci info tech i by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8M | 14k | 197.21 |
| 2025-03-31 | $945k | 5.9k | 161.26 |
| 2024-12-31 | $882k | 4.8k | 184.87 |
| 2024-09-30 | $823k | 4.7k | 174.49 |
| 2024-06-30 | $699k | 4.1k | 171.51 |
| 2024-03-31 | $715k | 4.6k | 155.84 |
| 2023-12-31 | $628k | 4.4k | 143.64 |
| 2023-09-30 | $538k | 4.4k | 122.93 |
| 2023-06-30 | $572k | 5.8k | 98.64 |
| 2022-12-31 | $128k | 1.4k | 94.51 |
| 2022-06-30 | $130k | 1.3k | 96.51 |
| 2022-03-31 | $166k | 1.3k | 123.24 |
| 2020-12-31 | $141k | 1.3k | 104.68 |