Fidelity Adv NW Insghts-IFINSX
13F holders, Q3 2024 (September 30)6holders −1
1new positions
2sold out
$43.53avg. 13F price*
At the end of Q3 2024, 6 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, down 1 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Sequent Asset Management, LLC ($1.5M), Encompass Wealth Advisors, LLC ($548K) and Moody LYNN Lieberson & Walker, LLC ($354K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $197K |
| Exits | 2 | $338K |
All 13F filers, Q2 2024 → Q3 2024: 5,242 shares bought and 7,905 shares sold, net −2,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 0.74% | Add +0.0% | 34,235 | $1.5M |
| Encompass Wealth Advisors, LLC | 0.14% | No change | 12,492 | $548K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $354K |
| Westside Investment Management, Inc. | 0.07% | Add +9.7% | 8,459 | $348K |
| Garde Capital, Inc. | 0.01% | New | 4,490 | $197K |
| Financial Gravity Companies, Inc. | 0.01% | — | 1,016 | $45K |
"% 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.