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Fidelity Advisor Diversified I shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Fidelity Advisor Diversified I (FDVIX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Fidelity Advisor Diversified I

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All positions including Fidelity Advisor Diversified I held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity Advisor Diversified I by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 1.1k 28.43

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Invesco S&P 500 Equal Weight ETF Equities (RSP)
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Apple Equities (AAPL)
Alphabet Inc Class C Equities (GOOG)
Berkshire Hathaway Inc B Equities (BRK.B)
Amazon Equities (AMZN)
Tweedy Browne Global Value Fund Equities (TBGVX)
Dimensional US Small Cap ETF Equities (DFAS)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
Edgewood Growth Fund Instl Cl Equities (EGFIX)
Meta Platforms Inc Class A Equities (META)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
Alphabet Inc Class A Equities (GOOGL)

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Top funds holding Fidelity Advisor Diversified I

Wall Street Access Asset Management

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