Fidelity Adv NW Insghts-IFINSX
13F holders, Q1 2025 (March 31)5holders −1
1new positions
2sold out
$40.75avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Fidelity Adv NW Insghts-I (FINSX) in their 13F filings, down 1 from Q4 2024. 1 opened new positions and 2 sold out. The largest holders were Sequent Asset Management, LLC ($1.5M), Moody LYNN Lieberson & Walker, LLC ($329K) and Westside Investment Management, Inc. ($217K).
- Company
- Fidelity Adv NW Insghts-I
- CUSIP
- 316071604
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $140K |
| Exits | 2 | $206K |
All 13F filers, Q4 2024 → Q1 2025: 3,860 shares bought and 7,950 shares sold, net −4,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Sequent Asset Management, LLC | 0.82% | Add +1.2% | 36,341 | $1.5M |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 8,076 | $329K |
| Westside Investment Management, Inc. | 0.05% | Reduce -37.9% | 5,285 | $217K |
| Vermillion Wealth Management, Inc. | 0.04% | New | 3,435 | $140K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 1,078 | $44K |
"% 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.