Who owns Fidelity fund?
- Ticker: FIDI
- CUSIP Number: 316092725
Tip: Access positions for across all investors
Analyze quarterly positions in Fidelity fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Fidelity fund stock
Who bought or sold Fidelity fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| David Kennon | 382k | $7.9M | -1% | Dec 2023 |
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| Commonwealth Equity Services | 239k | $4.9M | 7% | Dec 2023 |
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| Kestra Advisory Services | 166k | $3.4M | 3% | Dec 2023 |
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| Jane Street | 113k | $2.3M | 94% | Dec 2023 |
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| Advisor Group Holdings | 74k | $1.5M | -3% | Dec 2023 |
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| BEAM Asset Management | 73k | $1.5M | 12% | Dec 2023 |
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| Element Wealth | 64k | $1.3M | -3% | Dec 2023 |
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| Wealthtrust Axiom | 64k | $1.3M | -6% | Dec 2023 |
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| Concurrent Investment Advisors | 61k | $1.3M | 100% | Dec 2023 |
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| J.w. Cole Advisors | 18k | $370k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 14k | $296k | -4% | Dec 2023 |
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| Adell, Harriman, & Carpenter | 13k | $258k | -13% | Dec 2023 |
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| Sequent Asset Management | 12k | $252k | -4% | Mar 2024 |
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| Envestnet Portfolio Solutions | 12k | $247k | 100% | Dec 2023 |
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| Bank Of Montreal | 10k | $206k | -70% | Dec 2023 |
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| National Bank Of Canada /fi/ | 9.0k | $184k | 100% | Dec 2023 |
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| Bank of America Corporation | 6.3k | $129k | -35% | Dec 2023 |
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| Larson Financial Group | 4.4k | $92k | 6% | Dec 2023 |
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| Royal Bank of Canada | 1.9k | $38k | 6% | Dec 2023 |
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| Clarity Asset Management | 474.00 | $9.8k | 100% | Dec 2023 |
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| New England Capital Financial Advisors | 423.00 | $8.7k | 0% | Dec 2023 |
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| Spectrum Wealth Counsel | 288.00 | $5.9k | 100% | Dec 2023 |
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| Sunbelt Securities | 110.00 | $2.3k | 0% | Mar 2024 |
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Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Sep 2023 | 57k | $1.0M |
| AFS Financial Group | Sep 2023 | 17k | $306k |
| UBS Group | Sep 2023 | 218.00 | $4.0k |