Fidelity Trend Fund shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Fidelity Trend Fund (FTRNX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Fidelity Trend Fund
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Quarterly reported holdings in Fidelity Trend Fund by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $208k | 1.1k | 192.90 |
| 2024-06-30 | $217k | 1.2k | 185.58 |
| 2024-03-31 | $204k | 1.2k | 174.24 |
| 2022-03-31 | $238k | 1.6k | 149.97 |
| 2021-12-31 | $295k | 1.7k | 171.81 |
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