CAPTRUST FINANCIAL ADVISORS - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CAPTRUST FINANCIAL ADVISORS ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q4 2022$238,607
+2.4%
5,824
+3.5%
0.00%0.0%
Q3 2022$233,000
+46.5%
5,625
+52.5%
0.00%0.0%
Q2 2022$159,000
-9.7%
3,689
+16.6%
0.00%0.0%
Q1 2022$176,000
+39.7%
3,163
+52.6%
0.00%0.0%
Q4 2021$126,000
+8.6%
2,0730.0%0.00%0.0%
Q3 2021$116,000
-0.9%
2,0730.0%0.00%0.0%
Q2 2021$117,000
+12.5%
2,073
+926.2%
0.00%0.0%
Q1 2021$104,000
+2.0%
2020.0%0.00%0.0%
Q4 2020$102,000
+14.6%
2020.0%0.00%0.0%
Q3 2020$89,000
-51.9%
202
-56.7%
0.00%
-66.7%
Q2 2020$185,000
+219.0%
467
+131.2%
0.00%
+200.0%
Q1 2020$58,000
-84.7%
202
-83.2%
0.00%
-92.3%
Q3 2019$378,000
+0.3%
1,202
+0.2%
0.01%
-7.1%
Q2 2019$377,000
+518.0%
1,200
+494.1%
0.01%
+600.0%
Q1 2019$61,000
+15.1%
2020.0%0.00%
-33.3%
Q4 2018$53,000
-17.2%
2020.0%0.00%0.0%
Q3 2018$64,000
+6.7%
2020.0%0.00%0.0%
Q2 2018$60,000
+9.1%
2020.0%0.00%0.0%
Q1 2018$55,0000.0%2020.0%0.00%0.0%
Q4 2017$55,000
-49.1%
202
-50.0%
0.00%
-40.0%
Q3 2017$108,0004040.01%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 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