Williams Jones Wealth Management, LLC. - FIDELITY BALANCED FUND ownership

FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 3 filers reported holding FIDELITY BALANCED FUND in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Williams Jones Wealth Management, LLC. ownership history of FIDELITY BALANCED FUND
ValueSharesWeighting
Q1 2021$244,000
-37.4%
8,266
-40.0%
0.00%
-33.3%
Q4 2020$390,000
+5.7%
13,7830.0%0.01%
-14.3%
Q3 2020$369,00013,7830.01%
Other shareholders
FIDELITY BALANCED FUND shareholders Q3 2020
NameSharesValueWeighting ↓
HEADINVEST, LLC 7,801$209,0000.06%
NEVILLE RODIE & SHAW INC 22,732$609,0000.06%
Williams Jones Wealth Management, LLC. 13,783$369,0000.01%
View complete list of FIDELITY BALANCED FUND shareholders