Fidelity Asset Manager 60%FSANX
13F holders, Q3 2024 (September 30)2holders
0new positions
0sold out
$16.32avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Fidelity Asset Manager 60% (FSANX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Moody LYNN Lieberson & Walker, LLC ($1.0M) and Carret Asset Management, LLC ($180K).
- Company
- Fidelity Asset Manager 60%
- CUSIP
- 316069582
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 10,000 shares sold, net −10,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Moody LYNN Lieberson & Walker, LLC | 0.06% | Reduce -13.5% | 64,224 | $1.0M |
| Carret Asset Management, LLC | 0.02% | No change | 11,009 | $180K |
"% of holder's portfolio" is FSANX's weight in each manager's 13F, not the share of Fidelity Asset Manager 60% the manager owns.