Fidelity Adv NW Insghts-IFINSX
13F holders, Q4 2024 (December 31)6holders
1new positions
1sold out
$43.59avg. 13F price*
At the end of Q4 2024, 6 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Sequent Asset Management, LLC ($1.6M), Westside Investment Management, Inc. ($371K) and Moody LYNN Lieberson & Walker, LLC ($352K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $701 |
| Exits | 1 | $548K |
All 13F filers, Q3 2024 → Q4 2024: 2,017 shares bought and 12,492 shares sold, net −10,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Sequent Asset Management, LLC | 0.77% | Add +4.9% | 35,916 | $1.6M |
| Westside Investment Management, Inc. | 0.08% | Add +0.6% | 8,508 | $371K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $352K |
| Garde Capital, Inc. | 0.01% | Add +4.9% | 4,711 | $205K |
| Financial Gravity Companies, Inc. | 0.01% | Add +4.9% | 1,066 | $46K |
| Tucker Asset Management LLC | 0.00% | New | 16 | $701 |
"% 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.