Number of Shares
6,938
Previous 7,156 3.05%
Holding current value
$253 Million
Previous $294 Million 14.13%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025

SELL
N/A
-218 Reduced 3.05%
6,938 $253 Million
Q4 2024

Feb 06, 2025

BUY
N/A
7,156 New
7,156 $294 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.