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Fidelity 500 Index Instl Premi shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management 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 Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $610k 2.6k 237.72

More positions owned by Wall Street Access Asset Management

iShares Trust S&P Equities (IVV)
Berkshire Hathaway Inc Del Cl A Common Stock (BRK.A)
Invesco S&P 500 Equal Weight ETF Equities (RSP)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Alphabet Inc Class C Equities (GOOG)
Berkshire Hathaway Inc B Equities (BRK.B)
Amazon Equities (AMZN)
Tweedy Browne Global Value Fund Equities (TBGVX)
Dimensional US Small Cap ETF Equities (DFAS)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
Edgewood Growth Fund Instl Cl Equities (EGFIX)
Meta Platforms Inc Class A Equities (META)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
Alphabet Inc Class A Equities (GOOGL)

View all positions for Wall Street Access Asset Management

Top funds holding Fidelity 500 Index Instl Premi

Sequent Asset Management
Grey Fox Wealth Advisors
Fulton Bank, NA
Kohmann Bosshard Financial Services
Ferguson Wellman Capital Management
Sippican Capital Adivsors
Riverbrige Partners
Williams Jones Wealth Management
Carret Asset Management
Coston, McIsaac & Partners
Wintrust Financial Corporation
Marcia E. Wade
North Star Asset Management
Grace & White
North Point Portfolio Managers Corporation

View all funds holding Fidelity 500 Index Instl Premi