FIKCX β€” Fidelity Advisor Health Care F

Ownership history in 55I, LLC  Β·  1 quarter on record

AI Ownership Summary

55I, LLC reported Fidelity Advisor Health Care F (FIKCX) in 1 quarterly 13F filing .

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FIKCX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 55I, LLC's position in Fidelity Advisor Health Care F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
β€”

See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
1 quarters

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 55I, LLC held FIKCX β€” position size vs. price
% of Fund (quarterly)    FIKCX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 0 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding FIKCX

As of 2022 Q4 β€” sorted by position size

Williams Jones Wealth Management, LLC. 3Y 0.01%

FAQ About 55I, LLC and FIKCX

These are the practical questions this page is built to answer before you even open the full history table.

How long has 55I, LLC reported owning FIKCX?

55I, LLC reported FIKCX across 0 quarterly 13F filings.

What was the largest reported FIKCX position in 55I, LLC's portfolio?

This page shows the quarter-by-quarter portfolio weight history for FIKCX in 55I, LLC.

What is the latest reported FIKCX position on this page?

The most recent filing on this page is 2022 Q2, when 55I, LLC reported 10,512 shares, equal to 0.02% of portfolio, with an estimated market value of $621K.

What does the chart on this FIKCX ownership page compare?

The chart compares 55I, LLC's quarterly FIKCX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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