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Fidelity consmr staples shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Fidelity consmr staples (FSTA) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Fidelity consmr staples

Tip: Access up to 7 years of quarterly data

All positions including Fidelity consmr staples held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity consmr staples by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $850k 18k 47.58
2023-09-30 $885k 21k 42.58
2023-06-30 $976k 22k 45.42
2023-03-31 $952k 21k 45.17
2022-12-31 $940k 21k 44.82
2022-09-30 $795k 20k 40.16
2022-06-30 $819k 19k 43.28

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Fidelity consmr staples

Charles Schwab Investment Management
Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
LPL Financial
Advisor Group Holdings
Goldman Sachs Group
Kestra Advisory Services
Compass Financial Group
Financial Perspectives
Morgan Stanley
Full Sail Capital
Lincoln National
Goss Wealth Management
Cambridge Investment Research Advisors

View all funds holding Fidelity consmr staples