Fidelity Investments’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Fidelity Investments’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1	Closed	-$13	–	5641
2024 Q3	$13	Buy	+1	New	+$13	﹤0.01%	5408
2024 Q1	–	Sell	-1	Closed	-$12	–	5491
2023 Q4	$12	Buy	+1	New	+$12	﹤0.01%	5292
2022 Q4	–	Sell	-1	Closed	–	–	5430
2022 Q3	$0	Buy	+1	New	+$14	﹤0.01%	5041
2021 Q1	–	Sell	-1	Closed	–	–	4152
2020 Q4	$0	Buy	+1	New	+$17	﹤0.01%	3978
2020 Q3	–	Sell	-1	Closed	–	–	3783
2020 Q2	$0	Buy	+1	New	+$17	﹤0.01%	3766

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Fidelity Investments's FINS Position: Q4 2024 in Review

Fidelity Investments sold out of Angel Oak Financial Strategies Income Term Trust (FINS) in Q4 2024, closing a stake of 1 share — an estimated $13 sold.

Fidelity Investments first reported a position in FINS in Q2 2020 and held it in 5 quarters. The position peaked at $13 in Q3 2024. 38 funds tracked by Wall St. Rank hold FINS as of Q4 2024.

Fidelity Investments reported no remaining Angel Oak Financial Strategies Income Term Trust position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 Angel Oak Financial Strategies Income Term Trust share in Q4 2024, an estimated $13.
Fidelity Investments first reported a position in Angel Oak Financial Strategies Income Term Trust in Q2 2020 and held it in 5 quarters.
Fidelity Investments's Angel Oak Financial Strategies Income Term Trust position peaked at $13 in Q3 2024.
38 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.