Who owns Fidelity Balanced Fd?
- Ticker: FBALX
- CUSIP Number: 316345206
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity Balanced with up to 7 years of data, all consolidated into one spreadsheet
Download as csv Download as ExcelTop investors of Fidelity Balanced stock
Who bought or sold Fidelity Balanced Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Neville Rodie & Shaw | 30k | $810k | 2% | Dec 2023 |
|
Amarillo National Bank | 8.8k | $237k | 0% | Dec 2023 |
|
Main Street Group | 3.2k | $86k | 100% | Dec 2023 |
|
Who sold out of Fidelity Balanced?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
NISA Investment Advisors | Sep 2023 | 649k | $16M |
Coston, McIsaac & Partners | Sep 2023 | 5.9k | $149k |