Fidelity Growth Company-RTLFDGRX
13F holders, Q2 2024 (June 30)8holders +3
3new positions
0sold out
$40.52avg. 13F price*
At the end of Q2 2024, 8 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, up 3 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($1.9M), Silvercrest Asset Management Group LLC ($880K) and First Merchants Corp. ($407K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 32,043 shares bought and 683 shares sold, net +31,360 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 47,049 | $1.9M |
| Silvercrest Asset Management Group LLC | 0.01% | New | 21,907 | $880K |
| First Merchants Corp. | 0.02% | New | 10,136 | $407K |
| North Star Asset Management Inc. | 0.02% | Reduce -7.3% | 8,738 | $351K |
| Motco | 0.02% | No change | 7,338 | $295K |
| Hall Laurie J Trustee | 0.09% | No change | 6,518 | $262K |
| Fairfield Financial Advisors, LTD | 0.01% | — | 649 | $26K |
| Coston, McIsaac & Partners | 0.00% | No change | 160 | $6K |
"% of holder's portfolio" is FDGRX's weight in each manager's 13F, not the share of Fidelity Growth Company-RTL the manager owns.