Fidelity 500 Index Instl Premi shares owned by Rothschild Investment Corp
Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Rothschild Investment Corp
from 13F filings
Historical chart of Rothschild Investment Corp investment in Fidelity 500 Index Instl Premi
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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Rothschild Investment Corp
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $2.0M | 14k | 149.35 |
| 2023-06-30 | $2.4M | 15k | 155.00 |
| 2023-03-31 | $2.2M | 16k | 143.09 |
| 2022-12-31 | $2.2M | 16k | 133.10 |
| 2022-09-30 | $2.1M | 17k | 124.90 |
| 2022-06-30 | $376k | 2.9k | 131.84 |
| 2022-03-31 | $531k | 3.4k | 157.85 |
| 2021-06-30 | $1.6M | 11k | 149.58 |
| 2021-03-31 | $1.4M | 10k | 138.17 |
| 2020-12-31 | $1.3M | 9.9k | 130.15 |
| 2020-09-30 | $1.2M | 9.9k | 117.05 |
| 2020-06-30 | $1.1M | 9.8k | 107.97 |
| 2020-03-31 | $899k | 10k | 90.04 |
| 2019-12-31 | $342k | 3.1k | 112.06 |
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