Fidelity Adv NW Insghts-IFINSX
13F holders, Q2 2024 (June 30)7holders +2
2new positions
0sold out
$42.30avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, up 2 from Q1 2024. 2 opened new positions and 0 sold out. The largest holders were Sequent Asset Management, LLC ($1.4M), Encompass Wealth Advisors, LLC ($528K) and Moody LYNN Lieberson & Walker, LLC ($341K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $338K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 7,905 shares bought and 3,343 shares sold, net +4,562 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Sequent Asset Management, LLC | 0.73% | Reduce -1.3% | 34,229 | $1.4M |
| Encompass Wealth Advisors, LLC | 0.14% | No change | 12,492 | $528K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $341K |
| Westside Investment Management, Inc. | 0.07% | No change | 7,713 | $326K |
| Atlas Wealth LLC | 0.06% | New | 7,490 | $321K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -42.7% | 3,867 | $163K |
| ORG Partners LLC | 0.00% | New | 415 | $18K |
"% 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.