Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / EQUITY FUNDS
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
32,264
-
Shares change
-
-5,517
-
Total reported value, excl. options
-
$953,000
-
Value change
-
-$162,854
-
Number of sells
-
-1
-
Price
-
$29.53
Significant Holders of FIDELITY BALANCED - EQUITY FUNDS as of Q1 2021
2 filings reported holding 316345206 - FIDELITY BALANCED - EQUITY FUNDS as of Q1 2021.
FIDELITY BALANCED - EQUITY FUNDS has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 32,264 shares
.
Largest 2 shareholders include NEVILLE RODIE & SHAW INC (23,998 shares) and Williams Jones Wealth Management, LLC. (8,266 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.