FAGIX
Fidelity Capital and Income Fund
1W: -0.5%
1M: -0.7%
3M: -2.1%
YTD: +2.3%
1Y: +3.2%
3Y: +35.6%
5Y: +28.7%
$11.18
+0.05 (+0.45%)
Weekly Expected Move ±0.7%
$11
$11
$11
$11
$11
Institutional Ownership — FAGIX
3
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | OAKWORTH CAPITAL, INC. | 2,882 | 32K | +60 | +2.1% | 4Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 0 | 0K | — | — | 1Q | SEC ↗ |
| 3 | Financial Gravity Asset Management, In | 0 | 0K | — | — | 3Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | 0K | -389,390 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 0 | 0K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 389,390 | 4M |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OAKWORTH CAPITAL, INC. | +60 | +2.1% | 2,882 |
Biggest Decreases (0)
None.