AVANTAX ADVISORY SERVICES, INC. - FIDELITY ownership

FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 45 filers reported holding FIDELITY in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of FIDELITY
ValueSharesWeighting
Q3 2023$271,012
-3.5%
6,200
+0.9%
0.00%0.0%
Q2 2023$280,972
-16.5%
6,145
-15.8%
0.00%
-25.0%
Q1 2023$336,674
+18.3%
7,300
+15.0%
0.00%0.0%
Q4 2022$284,685
+38.9%
6,349
+35.9%
0.00%
+33.3%
Q3 2022$205,000
-4.2%
4,672
+1.3%
0.00%0.0%
Q2 2022$214,000
-7.4%
4,610
+1.1%
0.00%0.0%
Q1 2022$231,000
-2.5%
4,558
+5.6%
0.00%
-25.0%
Q4 2021$237,000
+2.2%
4,315
+3.2%
0.00%0.0%
Q3 2021$232,0000.0%4,182
+1.7%
0.00%0.0%
Q2 2021$232,0004,1130.00%
Other shareholders
FIDELITY shareholders Q1 2022
NameSharesValueWeighting ↓
Lineweaver Wealth Advisors, LLC 117,910$6,486,0001.87%
RWA WEALTH PARTNERS, LLC 393,790$21,662,0001.45%
GeoWealth Management, LLC 192,855$10,609,0000.86%
ISLAY CAPITAL MANAGEMENT, LLC 12,727$700,0000.53%
HBW ADVISORY SERVICES LLC 39,320$2,163,0000.50%
MAS Advisors LLC 7,775$429,0000.31%
Summit X, LLC 21,972$1,211,0000.28%
BAKER BOYER NATIONAL BANK 9,866$543,0000.25%
One Capital Management, LLC 48,002$2,640,0000.20%
Benedetti & Gucer, Inc. 5,324$292,0000.20%
View complete list of FIDELITY shareholders