Fidelity Adv Strat Inc. Class IFSRIX
13F holders, Q2 2024 (June 30)3holders +1
2new positions
1sold out
$11.44avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Fidelity Adv Strat Inc. Class I (FSRIX) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($39K), ORG Partners LLC ($13K) and Tucker Asset Management LLC ($638).
- Company
- Fidelity Adv Strat Inc. Class I
- CUSIP
- 315920801
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $13K |
| Exits | 1 | $149K |
All 13F filers, Q1 2024 → Q2 2024: 1,181 shares bought and 16,977 shares sold, net −15,796 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -53.9% | 3,439 | $39K |
| ORG Partners LLC | 0.00% | New | 1,125 | $13K |
| Tucker Asset Management LLC | 0.00% | New | 56 | $638 |
"% of holder's portfolio" is FSRIX's weight in each manager's 13F, not the share of Fidelity Adv Strat Inc. Class I the manager owns.