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

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FIDELITY BALANCED FUND's ticker is and the CUSIP is 316345206. A total of 3 filers reported holding FIDELITY BALANCED FUND in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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Filings
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$369,000–13,783–0.01%–
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Other shareholders
FIDELITY BALANCED FUND shareholders Q2 2021
NameSharesValueWeighting ↓
NISA INVESTMENT ADVISORS, LLC 649,042$16,329,8940.12%
NEVILLE RODIE & SHAW INC 29,366$7390.07%
Coston, McIsaac & Partners 5,946$1490.06%
AMARILLO NATIONAL BANK 8,803$221,4860.05%
View complete list of FIDELITY BALANCED FUND shareholders