FGRIX
Fidelity Growth & Income Portfolio
1W: -1.4%
1M: -2.8%
3M: -8.0%
YTD: -0.2%
1Y: +2.2%
3Y: +50.7%
5Y: +56.9%
$68.93
-0.02 (-0.03%)
Weekly Expected Move ±1.2%
$67
$68
$69
$70
$71
Institutional Ownership — FGRIX
6
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
2M
Total Invested
4
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC NEW | 9,437 | 650K | — | +0.0% | 1Q | SEC ↗ |
| 2 | NEVILLE RODIE & SHAW INC | 7,407 | 511K | -326 | -4.2% | 30Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 3,125 | 215K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Estabrook Capital Management | 1,282 | 88K | — | +0.0% | 5Q | SEC ↗ |
| 5 | McIlrath & Eck, LLC NEW | 1,134 | 78K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Financial Gravity Companies, Inc. NEW | 1,096 | 76K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Financial Gravity Asset Management, In | 1,093 | 75K | — | +0.0% | 3Q | SEC ↗ |
| 8 | Alpine Bank Wealth Management NEW | 526 | 36K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Wealthspire Advisors, LLC | 9,437 | 650K |
| Vermillion Wealth Management, Inc. | 3,125 | 215K |
| McIlrath & Eck, LLC | 1,134 | 78K |
| Financial Gravity Companies, Inc. | 1,096 | 76K |
| Alpine Bank Wealth Management | 526 | 36K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NEVILLE RODIE & SHAW INC | -326 | -4.2% | 7,407 |