Fidelity Growth Company-RTLFDGRX
13F holders, Q4 2024 (December 31)5holders −1
0new positions
1sold out
$40.34avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Fidelity Growth Company-RTL (FDGRX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Williams Jones Wealth Management, LLC. ($1.9M), First Merchants Corp. ($409K) and North Star Asset Management Inc. ($362K).
- Company
- Fidelity Growth Company-RTL
- CUSIP
- 316200104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $218K |
All 13F filers, Q3 2024 → Q4 2024: 423 shares bought and 5,359 shares sold, net −4,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Williams Jones Wealth Management, LLC. | 0.02% | Add +0.8% | 47,403 | $1.9M |
| First Merchants Corp. | 0.02% | No change | 10,136 | $409K |
| North Star Asset Management Inc. | 0.02% | No change | 8,967 | $362K |
| Fairfield Financial Advisors, LTD | 0.01% | Add +8.6% | 705 | $28K |
| Coston, McIsaac & Partners | 0.00% | Add +8.1% | 173 | $7K |
"% of holder's portfolio" is FDGRX's weight in each manager's 13F, not the share of Fidelity Growth Company-RTL the manager owns.