FDVLX
Fidelity Value Fund
1W: -1.7%
1M: -6.8%
3M: -5.5%
YTD: +14.7%
1Y: +10.0%
3Y: +48.3%
5Y: +50.9%
$16.09
+0.07 (+0.44%)
Weekly Expected Move ±1.4%
$16
$16
$16
$16
$16
Institutional Ownership — FDVLX
2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
2
New Positions
0
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Alpine Bank Wealth Management NEW | 5,888 | 95K | — | +0.0% | 1Q | SEC ↗ |
| 2 | Vermillion Wealth Management, Inc. NEW | 1,724 | 28K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Alpine Bank Wealth Management | 5,888 | 95K |
| Vermillion Wealth Management, Inc. | 1,724 | 28K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (0)
None.