FBALX
Fidelity Balanced Fund
1W: -0.8%
1M: -0.3%
3M: +0.1%
YTD: +9.4%
1Y: +11.1%
3Y: +57.8%
5Y: +48.1%
$35.44
+0.16 (+0.45%)
Weekly Expected Move ±1.1%
$34
$35
$35
$36
$36
Institutional Ownership — FBALX
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
0
New Positions
3
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NEVILLE RODIE & SHAW INC | 30,259 | $1M | +72 | +0.2% | 51Q | SEC ↗ |
| 2 | Notis-McConarty Edward | 7,612 | $270K | +710 | +10.3% | 5Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 5,038 | $179K | +18 | +0.4% | 7Q | SEC ↗ |
| 4 | Garton & Associates Financial Advisors | 0 | $0K | -3,370 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 3,370 | $119K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Notis-McConarty Edward | +710 | +10.3% | 7,612 |
| NEVILLE RODIE & SHAW INC | +72 | +0.2% | 30,259 |
| Coston, McIsaac & Partners | +18 | +0.4% | 5,038 |
Biggest Decreases (0)
None.