ENCOMPASS WEALTH ADVISORS, LLC - FIDELITY ADVISOR NEW INSIGHTS ownership

FIDELITY ADVISOR NEW INSIGHTS's ticker is and the CUSIP is 316071604. A total of 6 filers reported holding FIDELITY ADVISOR NEW INSIGHTS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of FIDELITY ADVISOR NEW INSIGHTS
ValueSharesWeighting
Q3 2023$380,902
-0.6%
11,8810.0%0.13%
+1.6%
Q2 2023$383,040
+4.2%
11,881
-6.6%
0.12%0.0%
Q1 2023$367,485
+4.3%
12,716
-4.0%
0.12%
-2.3%
Q4 2022$352,314
+4.9%
13,245
+12.5%
0.13%0.0%
Q3 2022$336,000
-4.0%
11,7780.0%0.13%
+3.2%
Q2 2022$350,000
-19.4%
11,7780.0%0.12%
+12.7%
Q1 2022$434,000
-10.3%
11,778
+1.4%
0.11%
-6.8%
Q4 2021$484,000
-29.0%
11,610
-27.7%
0.12%
-33.7%
Q3 2021$682,000
-9.2%
16,051
-9.6%
0.18%
-3.8%
Q2 2021$751,000
+5.2%
17,7560.0%0.18%
+1.6%
Q1 2021$714,00017,7560.18%
Other shareholders
FIDELITY ADVISOR NEW INSIGHTS shareholders Q3 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 27,534$1,025,0000.74%
Westside Investment Management, Inc. 8,828$328,866,0000.15%
MOODY LYNN & LIEBERSON, LLC 10,062$375,0000.04%
View complete list of FIDELITY ADVISOR NEW INSIGHTS shareholders