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FSANX

Fidelity Asset Manager 60%
1W: -1.1% 1M: -1.2% 3M: -1.1% YTD: +8.7% 1Y: +5.7% 3Y: +45.0% 5Y: +29.1%
$18.76
+0.10 (+0.54%)
 
Weekly Expected Move ±1.2%
$18 $18 $19 $19 $19
ETF NASDAQ · AUM $5.7B

Institutional Ownership — FSANX

2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MOODY LYNN LIEBERSON & WALKER, LLC 26,000 488K -12,561 -32.6% 11Q SEC ↗
2 CARRET ASSET MANAGEMENT, LLC 11,009 207K — +0.0% 16Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (0)

None.

Biggest Decreases (1)
HolderReducedChange %Total Shares
MOODY LYNN LIEBERSON & WALKER, LLC -12,561 -32.6% 26,000

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms