Fidelity Investments
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Fidelity Investments’s Research Frontiers REFR Stock Holding History

Fidelity Investments’s Portfolio REFR Stock Details REFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-727
Closed -$1.24K – 5632
2024
Q4 		$1.24K Buy
+727
New +$1.42K ﹤0.01% 4893
2022
Q1 		– Sell
-4
Closed – – 5393
2021
Q4 		$0 Hold
4
– – ﹤0.01% 4835
2021
Q3 		$0 Sell
4
-15
-79% -$35 ﹤0.01% 4915
2021
Q2 		$0 Sell
19
-34
-64% -$85 ﹤0.01% 4764
2021
Q1 		$0 Sell
53
-52
-50% -$202 ﹤0.01% 4447
2020
Q4 		$0 Sell
105
-11,155
-99% -$31.5K ﹤0.01% 4216
2020
Q3 		$30K Buy
11,260
+11,155
+10,624% +$32.3K ﹤0.01% 2978
2020
Q2 		$0 Buy
+105
New +$389 ﹤0.01% 4073
2017
Q2 		– Sell
-337,372
Closed -$472K – 2665
2017
Q1 		$472K Sell
337,372
-14,802
-4% -$25.5K ﹤0.01% 2537
2016
Q4 		$641K Buy
352,174
+53,802
+18% +$111K ﹤0.01% 2529
2016
Q3 		$773K Buy
298,372
+56,622
+23% +$178K ﹤0.01% 2497
2016
Q2 		$882K Sell
241,750
-500
-0.2% -$2.1K ﹤0.01% 2489
2016
Q1 		$1.1M Sell
242,250
-89,000
-27% -$399K ﹤0.01% 2465
2015
Q4 		$1.73M Buy
331,250
+46,900
+16% +$235K ﹤0.01% 2450
2015
Q3 		$1.44M Sell
284,350
-57,900
-17% -$307K ﹤0.01% 2473
2015
Q2 		$1.83M Buy
342,250
+124,100
+57% +$730K ﹤0.01% 2460
2015
Q1 		$1.33M Sell
218,150
-42,520
-16% -$221K ﹤0.01% 2485
2014
Q4 		$1.33M Sell
260,670
-50,520
-16% -$256K ﹤0.01% 2502
2014
Q3 		$1.79M Buy
311,190
+28,820
+10% +$152K ﹤0.01% 2447
2014
Q2 		$1.71M Buy
282,370
+121,700
+76% +$649K ﹤0.01% 2430
2014
Q1 		$834K Buy
160,670
+32,100
+25% +$203K ﹤0.01% 2491
2013
Q4 		$743K Buy
+128,570
New +$699K ﹤0.01% 2483

Other funds holding REFR

MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Fidelity Investments's REFR Position: Q1 2025 in Review

Fidelity Investments sold out of Research Frontiers (REFR) in Q1 2025, closing a stake of 727 shares — an estimated $1.24K sold.

Fidelity Investments first reported a position in REFR in Q4 2013 and held it in 22 quarters. The position peaked at $1.83M in Q2 2015. 33 funds tracked by Wall St. Rank hold REFR as of Q1 2025.

  • Fidelity Investments reported no remaining Research Frontiers position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 727 Research Frontiers shares in Q1 2025, an estimated $1.24K.
  • Fidelity Investments first reported a position in Research Frontiers in Q4 2013 and held it in 22 quarters.
  • Fidelity Investments's Research Frontiers position peaked at $1.83M in Q2 2015.
  • 33 funds tracked by Wall St. Rank held Research Frontiers as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.