Fidelity Adv NW Insghts-IFINSX
13F holders, Q1 2024 (March 31)5holders
$38.92avg. 13F price*
At the end of Q1 2024, 5 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings. The largest holders were Sequent Asset Management, LLC ($1.4M), Encompass Wealth Advisors, LLC ($493K) and Moody LYNN Lieberson & Walker, LLC ($319K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $164K |
Ownership 5 holders
| Sequent Asset Management, LLC | 0.72% | Reduce -14.6% | 34,686 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.13% | No change | 12,492 | $493K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $319K |
| Westside Investment Management, Inc. | 0.07% | Reduce -2.7% | 7,713 | $305K |
| Financial Gravity Asset Management, Inc. | 0.06% | Reduce -94.8% | 6,753 | $230K |
"% of holder's portfolio" is FINSX's weight in each manager's 13F, not the share of Fidelity Adv NW Insghts-I the manager owns.