Fidelity 500 Index Instl Premi shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Fidelity 500 Index Instl Premi (FXAIX) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Fidelity 500 Index Instl Premi
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Quarterly reported holdings in Fidelity 500 Index Instl Premi by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 5.3k | 200.75 |
| 2024-06-30 | $991k | 5.2k | 190.20 |
| 2024-03-31 | $1.7M | 9.5k | 182.94 |
| 2023-09-30 | $1.4M | 9.4k | 149.36 |
| 2023-06-30 | $1.5M | 9.6k | 155.00 |
| 2023-03-31 | $1.8M | 12k | 143.10 |
| 2022-12-31 | $1.7M | 13k | 133.12 |
| 2022-09-30 | $1.5M | 12k | 124.96 |
| 2022-06-30 | $1.5M | 12k | 131.89 |
| 2022-03-31 | $1.6M | 10k | 157.72 |
| 2021-12-31 | $1.6M | 9.4k | 165.37 |
| 2021-09-30 | $1.2M | 7.9k | 149.93 |
| 2021-06-30 | $1.2M | 7.9k | 149.56 |
| 2021-03-31 | $1.1M | 7.9k | 138.25 |
| 2020-12-31 | $974k | 7.5k | 130.14 |
| 2020-09-30 | $874k | 7.5k | 117.06 |
| 2020-06-30 | $401k | 3.7k | 107.94 |
| 2020-03-31 | $334k | 3.7k | 90.20 |
| 2019-12-31 | $476k | 4.2k | 112.05 |
| 2019-09-30 | $423k | 4.1k | 104.01 |
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