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
Download as csv Download as ExcelTop 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 |
|
Commonwealth Equity Services | 239k | $4.9M | 7% | Dec 2023 |
|
Kestra Advisory Services | 166k | $3.4M | 3% | Dec 2023 |
|
Jane Street | 113k | $2.3M | 94% | Dec 2023 |
|
Advisor Group Holdings | 74k | $1.5M | -3% | Dec 2023 |
|
BEAM Asset Management | 73k | $1.5M | 12% | Dec 2023 |
|
Element Wealth | 64k | $1.3M | -3% | Dec 2023 |
|
Wealthtrust Axiom | 64k | $1.3M | -6% | Dec 2023 |
|
Concurrent Investment Advisors | 61k | $1.3M | 100% | Dec 2023 |
|
J.w. Cole Advisors | 18k | $370k | 0% | Dec 2023 |
|
Steward Partners Investment Advisory | 14k | $296k | -4% | Dec 2023 |
|
Adell, Harriman, & Carpenter | 13k | $258k | -13% | Dec 2023 |
|
Sequent Asset Management | 12k | $252k | -4% | Mar 2024 |
|
Envestnet Portfolio Solutions | 12k | $247k | 100% | Dec 2023 |
|
Bank Of Montreal | 10k | $206k | -70% | Dec 2023 |
|
National Bank Of Canada /fi/ | 9.0k | $184k | 100% | Dec 2023 |
|
Bank of America Corporation | 6.3k | $129k | -35% | Dec 2023 |
|
Larson Financial Group | 4.4k | $92k | 6% | Dec 2023 |
|
Royal Bank of Canada | 1.9k | $38k | 6% | Dec 2023 |
|
Clarity Asset Management | 474.00 | $9.8k | 100% | Dec 2023 |
|
New England Capital Financial Advisors | 423.00 | $8.7k | 0% | Dec 2023 |
|
Spectrum Wealth Counsel | 288.00 | $5.9k | 100% | Dec 2023 |
|
Sunbelt Securities | 110.00 | $2.3k | 0% | Mar 2024 |
|
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 |