Number of Shares
1,718
Previous 907 89.42%
Holding current value
$621 Million
Previous $254 Million 144.8%
% of portfolio
0.06%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
N/A
811 Added 89.42%
1,718 $621 Million
Q3 2024

Oct 25, 2024

SELL
N/A
-377 Reduced 29.36%
907 $254 Million
Q2 2024

Aug 13, 2024

BUY
N/A
1,284 New
1,284 $213 Million
Track This Portfolio

Track Fidelis Capital Partners, LLC Portfolio

Follow Fidelis Capital Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fidelis Capital Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fidelis Capital Partners, LLC with notifications on news.