Fidelity Growth Company-RTLFDGRX
13F holders, Q3 2024 (September 30)6holders −2
0new positions
2sold out
$40.72avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, down 2 from Q2 2024. 0 opened new positions and 2 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($1.9M), First Merchants Corp. ($413K) and North Star Asset Management Inc. ($365K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 229 shares bought and 30,404 shares sold, net −30,175 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 47,049 | $1.9M |
| First Merchants Corp. | 0.02% | No change | 10,136 | $413K |
| North Star Asset Management Inc. | 0.02% | Add +2.6% | 8,967 | $365K |
| Hall Laurie J Trustee | 0.07% | Reduce -17.8% | 5,359 | $218K |
| Fairfield Financial Advisors, LTD | 0.01% | No change | 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.