Fidelity 500 Index Instl Premi shares owned by Dumont & Blake Investment Advisors
Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Dumont & Blake Investment Advisors
from 13F filings
Historical chart of Dumont & Blake Investment Advisors investment in Fidelity 500 Index Instl Premi
Tip: Access up to 7 years of quarterly data
All positions including Fidelity 500 Index Instl Premi held by Dumont & Blake Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Fidelity 500 Index Instl Premi by Dumont & Blake Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $869k | 4.6k | 190.19 |
2024-03-31 | $413k | 2.3k | 182.91 |
2023-12-31 | $378k | 2.3k | 165.35 |
2023-09-30 | $339k | 2.3k | 149.54 |
2023-06-30 | $349k | 2.3k | 154.90 |
2023-03-31 | $321k | 2.2k | 143.24 |
2022-12-31 | $295k | 2.2k | 133.24 |
2022-09-30 | $273k | 2.2k | 124.77 |
2022-06-30 | $286k | 2.2k | 131.98 |
2022-03-31 | $334k | 2.1k | 157.62 |
2021-12-31 | $347k | 2.1k | 165.47 |
2021-09-30 | $309k | 2.1k | 149.78 |
2021-06-30 | $299k | 2.0k | 149.57 |
2021-03-31 | $272k | 2.0k | 138.21 |
2020-12-31 | $252k | 1.9k | 130.03 |
2020-09-30 | $225k | 1.9k | 117.13 |
2020-06-30 | $206k | 1.9k | 107.68 |
2019-12-31 | $241k | 2.2k | 111.88 |
2019-09-30 | $258k | 2.5k | 103.91 |
2019-06-30 | $329k | 3.2k | 102.52 |
2019-03-31 | $269k | 2.7k | 99.12 |
2018-12-31 | $235k | 2.7k | 87.13 |
More positions owned by Dumont & Blake Investment Advisors
View all positions for Dumont & Blake Investment Advisors
Top funds holding Fidelity 500 Index Instl Premi
View all funds holding Fidelity 500 Index Instl Premi