Fidelity Otc PortfolioFOCPX
13F holders, Q1 2024 (March 31)2holders
$20.61avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Fidelity Otc Portfolio (FOCPX) in their 13F filings. The largest holders were Carret Asset Management, LLC ($724K) and Financial Gravity Asset Management, Inc. ($23K).
- Company
- Fidelity Otc Portfolio
- CUSIP
- 316389105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 2 holders
| Carret Asset Management, LLC | 0.09% | No change | 34,995 | $724K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 1,267 | $23K |
"% of holder's portfolio" is FOCPX's weight in each manager's 13F, not the share of Fidelity Otc Portfolio the manager owns.