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 Excel
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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services | 430k | $9.4M | 7% | Sep 2024 |
|
| David Kennon | 381k | $8.3M | 1% | Sep 2024 |
|
| Kestra Advisory Services | 195k | $4.2M | 1% | Sep 2024 |
|
| Advisor Group Holdings | 103k | $2.3M | 1% | Sep 2024 |
|
| BEAM Asset Management | 83k | $1.8M | 7% | Sep 2024 |
|
| Putnam Fl Investment Management | 77k | $1.7M | -27% | Sep 2024 |
|
| Concurrent Investment Advisors | 74k | $1.6M | 7% | Sep 2024 |
|
| Wealthtrust Axiom | 59k | $1.2M | -1% | Jun 2024 |
|
| Element Wealth | 55k | $1.2M | -1% | Sep 2024 |
|
| LPL Financial | 54k | $1.2M | 2% | Sep 2024 |
|
| City Center Advisors | 38k | $833k | 7% | Sep 2024 |
|
| Mml Investors Services | 22k | $487k | 1% | Sep 2024 |
|
| Dentgroup | 17k | $368k | -24% | Sep 2024 |
|
| TCG Advisory Services | 17k | $338k | 1% | Jun 2024 |
|
| Soltis Investment Advisors | 17k | $361k | 35% | Sep 2024 |
|
| Jpmorgan Chase & Co | 17k | $360k | -23% | Sep 2024 |
|
| Bank of America Corporation | 16k | $352k | 13% | Sep 2024 |
|
| J.w. Cole Advisors | 16k | $343k | -6% | Sep 2024 |
|
| Fundamentun | 16k | $336k | 24% | Sep 2024 |
|
| Steward Partners Investment Advisory | 14k | $292k | 1% | Jun 2024 |
|
| Envestnet Portfolio Solutions | 13k | $280k | 100% | Sep 2024 |
|
| Sequent Asset Management | 12k | $262k | 0% | Sep 2024 |
|
| IFP Advisors | 9.9k | $200k | 100% | Jun 2024 |
|
| National Bank Of Canada /fi/ | 9.0k | $196k | 0% | Sep 2024 |
|
| Larson Financial Group | 4.2k | $92k | 0% | Sep 2024 |
|
| Royal Bank of Canada | 1.6k | $36k | -61% | Sep 2024 |
|
| Clarity Asset Management | 502.00 | $11k | 1% | Sep 2024 |
|
| Spectrum Wealth Counsel | 288.00 | $6.3k | 0% | Sep 2024 |
|
| Principal Securities | 263.00 | $5.7k | 100% | Sep 2024 |
|
| Sunbelt Securities | 110.00 | $2.4k | 0% | Sep 2024 |
|
| Morgan Stanley | 72.00 | $1.7k | 1% | Jun 2024 |
|
| Pnc Financial Services | 63.00 | $1.4k | 100% | Sep 2024 |
|
| Wells Fargo & Company | 1.00 | $16.000000 | 100% | Sep 2024 |
|
Who sold out of Fidelity fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Mar 2024 | 79k | $1.6M |
| Jane Street | Jun 2024 | 28k | $568k |
| Citadel Advisors | Jun 2024 | 14k | $287k |
| Oliver Lagore Vanvalin Investment Group | Jun 2024 | 20.00 | $406.000000 |