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Fidelity Adv New Insights Fd C shares owned by Encompass Wealth Advisors

Quarter-by-quarter ownership of Fidelity Adv New Insights Fd C (FINSX) shares owned by Encompass Wealth Advisors from 13F filings

Historical chart of Encompass Wealth Advisors investment in Fidelity Adv New Insights Fd C

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Adv New Insights Fd C held by Encompass Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Adv New Insights Fd C by Encompass Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $493k 13k 39.45
2023-09-30 $381k 12k 32.06
2023-06-30 $383k 12k 32.24
2023-03-31 $368k 13k 28.90
2022-12-31 $352k 13k 26.60
2022-09-30 $336k 12k 28.53
2022-06-30 $350k 12k 29.72
2022-03-31 $434k 12k 36.85
2021-12-31 $484k 12k 41.69
2021-09-30 $682k 16k 42.49
2021-06-30 $751k 18k 42.30
2021-03-31 $714k 18k 40.21

More positions owned by Encompass Wealth Advisors

iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)
iShares S&P 500 Value ETF Exchange Traded Fund (IVE)
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)
Lord Abbett Ultra Short Bond I Mutual Fund (LUBYX)
Airbnb Common Stock (ABNB)
Microsoft Corp Common Stock (MSFT)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Apple Common Stock (AAPL)
Columbia Contrarian Core Inst2 Mutual Fund (COFRX)
Costco Wholesale Corp Common Stock (COST)
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)
BlackRock Core Bond Instl Mutual Fund (BFMCX)
Vanguard PRIMECAP Core Inv Mutual Fund (VPCCX)

View all positions for Encompass Wealth Advisors

Top funds holding Fidelity Adv New Insights Fd C

Financial Gravity Wealth
Sequent Asset Management
Encompass Wealth Advisors
Moody Lynn & Co/
Westside Investment Management
Dividend Growth Advisors

View all funds holding Fidelity Adv New Insights Fd C