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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Who bought or sold Fidelity fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Commonwealth Equity Services | 430k | $9.4M | 7% | Sep 2024 |
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David Kennon | 381k | $8.3M | 1% | Sep 2024 |
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Kestra Advisory Services | 195k | $4.2M | 1% | Sep 2024 |
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Advisor Group Holdings | 103k | $2.3M | 1% | Sep 2024 |
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BEAM Asset Management | 83k | $1.8M | 7% | Sep 2024 |
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Putnam Fl Investment Management | 77k | $1.7M | -27% | Sep 2024 |
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Concurrent Investment Advisors | 74k | $1.6M | 7% | Sep 2024 |
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Wealthtrust Axiom | 59k | $1.2M | -1% | Jun 2024 |
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Element Wealth | 55k | $1.2M | -1% | Sep 2024 |
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LPL Financial | 54k | $1.2M | 2% | Sep 2024 |
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City Center Advisors | 38k | $833k | 7% | Sep 2024 |
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Mml Investors Services | 22k | $487k | 1% | Sep 2024 |
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Dentgroup | 17k | $368k | -24% | Sep 2024 |
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TCG Advisory Services | 17k | $338k | 1% | Jun 2024 |
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Jpmorgan Chase & Co | 17k | $360k | -23% | Sep 2024 |
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Bank of America Corporation | 16k | $352k | 13% | Sep 2024 |
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J.w. Cole Advisors | 16k | $343k | -6% | Sep 2024 |
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Fundamentun | 16k | $336k | 24% | Sep 2024 |
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Steward Partners Investment Advisory | 14k | $292k | 1% | Jun 2024 |
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Envestnet Portfolio Solutions | 13k | $280k | 100% | Sep 2024 |
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Soltis Investment Advisors | 12k | $250k | 16% | Jun 2024 |
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Sequent Asset Management | 12k | $262k | 0% | Sep 2024 |
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IFP Advisors | 9.9k | $200k | 100% | Jun 2024 |
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National Bank Of Canada /fi/ | 9.0k | $196k | 0% | Sep 2024 |
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Larson Financial Group | 4.2k | $92k | 0% | Sep 2024 |
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Royal Bank of Canada | 1.6k | $36k | -61% | Sep 2024 |
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Clarity Asset Management | 502.00 | $11k | 1% | Sep 2024 |
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Spectrum Wealth Counsel | 288.00 | $6.3k | 0% | Sep 2024 |
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Principal Securities | 263.00 | $5.7k | 100% | Sep 2024 |
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Sunbelt Securities | 110.00 | $2.2k | 0% | Jun 2024 |
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Morgan Stanley | 72.00 | $1.7k | 1% | Jun 2024 |
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Pnc Financial Services | 63.00 | $1.4k | 100% | Sep 2024 |
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Wells Fargo & Company | 1.00 | $16.000000 | 100% | Sep 2024 |
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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 |