Beaumont Financial Partners, LLC - FIDELITY ownership

FIDELITY's ticker is FLTB and the CUSIP is 316188200. A total of 71 filers reported holding FIDELITY in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beaumont Financial Partners, LLC ownership history of FIDELITY
ValueSharesWeighting
Q3 2022$955,000
-10.7%
20,056
-8.7%
0.09%
-4.2%
Q2 2022$1,070,000
-25.1%
21,973
-23.5%
0.10%
-11.9%
Q1 2022$1,429,000
+20.6%
28,720
+25.5%
0.11%
+26.7%
Q4 2021$1,185,000
-16.0%
22,877
-15.2%
0.09%
-21.1%
Q3 2021$1,410,000
-5.4%
26,978
-5.3%
0.11%
-4.4%
Q2 2021$1,491,000
-69.4%
28,485
-69.5%
0.11%
-72.4%
Q1 2021$4,879,000
+684.4%
93,344
+641.7%
0.41%
+308.9%
Q4 2018$622,000
-70.3%
12,585
-70.4%
0.10%
-54.5%
Q2 2018$2,096,000
+309.4%
42,576
+311.6%
0.22%
+289.5%
Q1 2018$512,000
+44.2%
10,344
+45.6%
0.06%
+5.6%
Q4 2016$355,000
-94.4%
7,105
-94.5%
0.05%
-94.9%
Q4 2015$6,391,000
-92.8%
128,625
-92.7%
1.05%
-65.9%
Q1 2015$88,628,0001,757,7983.09%
Other shareholders
FIDELITY shareholders Q4 2022
NameSharesValueWeighting ↓
Beaumont Capital Management, LLC 52,762$2,625,0001.69%
NORRIS PERNE & FRENCH LLP/MI 349,448$17,392,0001.41%
ISLAY CAPITAL MANAGEMENT, LLC 26,494$1,319,0001.10%
WEALTH MANAGEMENT RESOURCES, INC. 29,636$1,475,0001.02%
Levy Wealth Management Group, LLC 40,011$1,991,0000.83%
LVZ, Inc. 90,881$4,523,0000.63%
GSB Wealth Management, LLC 35,751$1,779,0000.52%
Rehmann Capital Advisory Group 96,512$4,807,859,0000.46%
SCHMIDT P J INVESTMENT MANAGEMENT INC 33,804$1,659,0000.37%
IFP Advisors, Inc 501,496$24,788,0000.31%
View complete list of FIDELITY shareholders