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Fidelity msci info tech i shares owned by UMA Financial Services

Quarter-by-quarter ownership of Fidelity msci info tech i (FTEC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Fidelity msci info tech i

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci info tech i held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci info tech i by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $236k 1.1k 222.12
2025-06-30 $207k 1.1k 197.13
2025-03-31 $169k 1.0k 161.31
2024-12-31 $194k 1.0k 184.87
2022-06-30 $226k 2.1k 109.44
2022-03-31 $207k 1.8k 114.11
2021-06-30 $2.0M 17k 121.32
2021-03-31 $3.2M 29k 110.09
2020-12-31 $2.8M 26k 110.34