Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / EQUITY FUNDS
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Number of holders
-
6
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Total 13F shares, excl. options
-
58,293
-
Shares change
-
-10,475
-
Total reported value, excl. options
-
$2,541,241
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Value change
-
-$459,972
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Number of buys
-
5
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Number of sells
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1
-
Price
-
$43.60
Institutional Holders of FIDELITY ADVISOR NEW INSIGHTS I - EQUITY FUNDS as of Q4 2024
7 filings reported holding 316071604 - FIDELITY ADVISOR NEW INSIGHTS I - EQUITY FUNDS as of 31 Dec 2024.
FIDELITY ADVISOR NEW INSIGHTS I - EQUITY FUNDS had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 58,293 shares of stock of the company.
Largest 7 holders included Sequent Asset Management, LLC, Westside Investment Management, Inc., MOODY LYNN & LIEBERSON, LLC, Garde Capital, Inc., Financial Gravity Companies, Inc., TUCKER ASSET MANAGEMENT LLC, and ENCOMPASS WEALTH ADVISORS, LLC.
This table shows the top 6 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.