Fidelity Adv Asst MGR 30%-ZFIKWX
13F holders, Q2 2024 (June 30)1holders
0new positions
0sold out
$11.74avg. 13F price*
At the end of Q2 2024, 1 institutions reported holding Fidelity Adv Asst MGR 30%-Z (FIKWX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holder was Arvest Trust Co. N A ($1.9M).
- Company
- Fidelity Adv Asst MGR 30%-Z
- CUSIP
- 316069392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 23,327 shares sold, net −23,327 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Arvest Trust Co. N A | 0.11% | Reduce -12.6% | 161,292 | $1.9M |
"% of holder's portfolio" is FIKWX's weight in each manager's 13F, not the share of Fidelity Adv Asst MGR 30%-Z the manager owns.