Fidelity Asset Manager 50%FASMX
13F holders, Q3 2024 (September 30)2holders +1
1new positions
0sold out
$21.42avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Fidelity Asset Manager 50% (FASMX) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Neville Rodie & Shaw Inc. ($351K) and Bull Oak Capital, LLC ($48K).
- Company
- Fidelity Asset Manager 50%
- CUSIP
- 316069103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $48K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 2,219 shares bought and 15 shares sold, net +2,204 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Neville Rodie & Shaw Inc. | 0.03% | Reduce -0.1% | 16,391 | $351K |
| Bull Oak Capital, LLC | 0.03% | New | 2,219 | $48K |
"% of holder's portfolio" is FASMX's weight in each manager's 13F, not the share of Fidelity Asset Manager 50% the manager owns.