KINGS POINT CAPITAL MANAGEMENT - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
KINGS POINT CAPITAL MANAGEMENT ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q1 2022$102,000
-8.1%
1,8300.0%0.01%0.0%
Q4 2021$111,000
+7.8%
1,8300.0%0.01%0.0%
Q3 2021$103,0000.0%1,8300.0%0.01%0.0%
Q2 2021$103,000
+9.6%
1,830
+900.0%
0.01%0.0%
Q1 2021$94,000
+2.2%
1830.0%0.01%
-10.0%
Q4 2020$92,000
+16.5%
1830.0%0.01%0.0%
Q3 2020$79,000
+9.7%
1830.0%0.01%0.0%
Q2 2020$72,000
+30.9%
1830.0%0.01%0.0%
Q1 2020$55,000
-14.1%
1830.0%0.01%
+11.1%
Q4 2019$64,000
+12.3%
1830.0%0.01%
-10.0%
Q3 2019$57,000
-1.7%
1830.0%0.01%
-9.1%
Q2 2019$58,000
+5.5%
1830.0%0.01%0.0%
Q1 2019$55,000
+14.6%
1830.0%0.01%0.0%
Q4 2018$48,000
-17.2%
1830.0%0.01%0.0%
Q3 2018$58,000
-13.4%
183
-19.4%
0.01%
-15.4%
Q2 2018$67,000
+6.3%
2270.0%0.01%0.0%
Q1 2018$63,000
+1.6%
2270.0%0.01%0.0%
Q4 2017$62,0002270.01%
Other shareholders
FIDELITY COMWLTH TR shareholders Q2 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