FINSX FIDELITY ADV NW INSGHTS-I
FollowEQUITY FUNDS (fund)
5 managers (5 13F filers) reported a position in FINSX shares at 2025-03-31, 54,215 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 54,215
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Sequent Asset Management, LLC | 36,341 | $1.48M | 0.82% | +425 | 13F-HRTimeline |
| MOODY LYNN LIEBERSON & WALKER, LLC | 8,076 | $329K | 0.02% | 0 | 13F-HRTimeline |
| Westside Investment Management, Inc. | 5,285 | $217K | 0.05% | -3,223 | 13F-HRTimeline |
| Vermillion Wealth Management, Inc. | 3,435 | $140K | 0.04% | new | 13F-HRTimeline |
| Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, … | 1,078 | $43.9K | 0.01% | 13F-HRTimelineGroup |