Fidelity Adv Asst MGR 30%-ZFIKWX
13F holders, Q1 2025 (March 31)1holders
0new positions
0sold out
$11.88avg. 13F price*
At the end of Q1 2025, 1 institutions reported holding Fidelity Adv Asst MGR 30%-Z (FIKWX) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holder was Arvest Bank Trust Division ($2.5M).
- Company
- Fidelity Adv Asst MGR 30%-Z
- CUSIP
- 316069392
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 17,082 shares bought, net +17,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Arvest Bank Trust Division | 0.16% | Add +8.7% | 213,160 | $2.5M |
"% 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.