Beaumont Financial Partners, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2022$300,000
-5.4%
7,248
-1.4%
0.03%
+3.6%
Q2 2022$317,000
-43.5%
7,348
-27.3%
0.03%
-34.9%
Q1 2022$561,000
-15.0%
10,104
-6.7%
0.04%
-10.4%
Q4 2021$660,000
+8.4%
10,8330.0%0.05%
+2.1%
Q3 2021$609,000
-0.2%
10,8330.0%0.05%0.0%
Q2 2021$610,000
+8.0%
10,833
+884.8%
0.05%
-2.1%
Q1 2021$565,000
-4.2%
1,100
-6.4%
0.05%
-7.7%
Q4 2020$590,000
+15.7%
1,1750.0%0.05%
+6.1%
Q3 2020$510,000
+8.7%
1,175
-1.9%
0.05%0.0%
Q2 2020$469,000
+40.4%
1,198
+7.3%
0.05%
+16.7%
Q1 2020$334,000
-32.9%
1,117
-21.6%
0.04%
-14.3%
Q4 2019$498,000
+11.2%
1,424
-0.3%
0.05%
+8.9%
Q3 2019$448,000
-1.1%
1,428
-0.8%
0.04%
-4.3%
Q2 2019$453,000
-0.9%
1,439
-4.7%
0.05%
-4.1%
Q1 2019$457,000
+17.5%
1,510
+1.0%
0.05%
-22.2%
Q4 2018$389,000
+0.3%
1,495
+21.5%
0.06%
+61.5%
Q3 2018$388,000
+9.6%
1,230
+2.4%
0.04%
+5.4%
Q2 2018$354,000
+7.6%
1,201
+1.0%
0.04%0.0%
Q1 2018$329,0001,1890.04%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2021
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders