Westside Investment Management »

Fidelity Advisor Balanced Fd A shares owned by Westside Investment Management

Quarter-by-quarter ownership of Fidelity Advisor Balanced Fd A (FBAOX) shares owned by Westside Investment Management from 13F filings

Historical chart of Westside Investment Management investment in Fidelity Advisor Balanced Fd A

Tip: Access up to 7 years of quarterly data

All positions including Fidelity Advisor Balanced Fd A held by Westside Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Fidelity Advisor Balanced Fd A by Westside Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $79k 2.4k 32.83
2025-06-30 $74k 2.4k 30.91
2025-03-31 $64k 2.2k 28.85
2024-12-31 $65k 2.2k 29.55

More positions owned by Westside Investment Management

Apple (AAPL)
Vanguard High Etf (VYM)
Vanguard Total Etf (VTI)
Invesco Qqq Etf (QQQ)
Tutor Perini Corporation (TPC)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Uber Technologies (UBER)
Alphabet Inc Class A cs (GOOGL)
Facebook Inc cl a (META)
Eton Pharmaceuticals (ETON)
Ishares Core Etf (IEFA)
Ishares Core Etf (AGG)
Harrow Health (HROW)
Broadcom (AVGO)

View all positions for Westside Investment Management

Top funds holding Fidelity Advisor Balanced Fd A

Westside Investment Management

View all funds holding Fidelity Advisor Balanced Fd A