FIDELITY's ticker is FCOR and the CUSIP is 316188101. A total of 45 filers reported holding FIDELITY in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,691,333 | -9.3% | 38,676 | -5.2% | 0.00% | -33.3% |
| Q2 2023 | $1,865,545 | -15.2% | 40,792 | -14.4% | 0.00% | -25.0% |
| Q1 2023 | $2,200,259 | +7.6% | 47,675 | +4.7% | 0.00% | 0.0% |
| Q4 2022 | $2,044,693 | -21.6% | 45,532 | -23.5% | 0.00% | -33.3% |
| Q3 2022 | $2,609,000 | -5.4% | 59,540 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $2,757,000 | -72.5% | 59,349 | -70.6% | 0.01% | -68.4% |
| Q1 2022 | $10,008,000 | +21.6% | 201,616 | +34.7% | 0.02% | +18.8% |
| Q4 2021 | $8,230,000 | +45.5% | 149,634 | +46.5% | 0.02% | +33.3% |
| Q3 2021 | $5,656,000 | +63.0% | 102,107 | +63.9% | 0.01% | +50.0% |
| Q2 2021 | $3,471,000 | -2.3% | 62,285 | -4.9% | 0.01% | -11.1% |
| Q1 2021 | $3,552,000 | +36.0% | 65,466 | +43.6% | 0.01% | +28.6% |
| Q4 2020 | $2,611,000 | +15.5% | 45,592 | +12.8% | 0.01% | 0.0% |
| Q3 2020 | $2,261,000 | +43.2% | 40,405 | +41.8% | 0.01% | +40.0% |
| Q2 2020 | $1,579,000 | +6.5% | 28,492 | -3.9% | 0.01% | -16.7% |
| Q1 2020 | $1,483,000 | – | 29,660 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lineweaver Wealth Advisors, LLC | 376,540 | $21,059,000 | 9.41% |
| PROFESSIONAL PLANNING | 96,397 | $5,389,000 | 4.11% |
| Financial Partners Group, Inc | 38,989 | $2,180,000 | 0.75% |
| ISLAY CAPITAL MANAGEMENT, LLC | 10,340 | $578,000 | 0.60% |
| High Falls Advisors, Inc | 26,610 | $1,000 | 0.35% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 61,364 | $3,447,000 | 0.30% |
| HBW ADVISORY SERVICES LLC | 12,326 | $689,000 | 0.28% |
| GeoWealth Management, LLC | 5,941 | $331,000 | 0.10% |
| RWA WEALTH PARTNERS, LLC | 15,375 | $860,000 | 0.09% |
| Stratos Investment Management, LLC | 3,851 | $215,000 | 0.08% |