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Fidelity fund shares owned by Pallas Capital Advisors

Quarter-by-quarter ownership of Fidelity fund (FIVA) shares owned by Pallas Capital Advisors from 13F filings

Historical chart of Pallas Capital Advisors investment in Fidelity fund

Tip: Access up to 7 years of quarterly data

All positions including Fidelity fund held by Pallas Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity fund by Pallas Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 637k 25.56
2024-06-30 $17M 634k 25.98

More positions owned by Pallas Capital Advisors

Bruker Corporation (BRKR)
Global Partners Com Units (GLP)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
NVIDIA Corporation (NVDA)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Pallas Capital Advisors

Top funds holding Fidelity fund

Commonwealth Equity Services
Pallas Capital Advisors
Jane Street
Flow Traders US
Advisor Group Holdings
Kestra Advisory Services
Cadent Capital Advisors
OmniStar Financial Group
Jpmorgan Chase & Co
Cambridge Investment Research Advisors
HBK Sorce Advisory
Beirne Wealth Consulting Services
Envestnet Asset Management
Mml Investors Services
LPL Financial

View all funds holding Fidelity fund