Steward Partners Investment Advisory, LLC - FIDELITY COMWLTH TR ownership

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FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.

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Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$60,308
+69.0%
1,160
+75.8%
0.00%0.0%
Q2 2023$35,693
+12.8%
6600.0%0.00%0.0%
Q1 2023$31,647
+17.0%
6600.0%0.00%–
Q4 2022$27,040
+0.1%
6600.0%0.00%
-100.0%
Q3 2022$27,000
-3.6%
6600.0%0.00%0.0%
Q2 2022$28,000
-24.3%
6600.0%0.00%0.0%
Q1 2022$37,0000.0%660
+8.2%
0.00%0.0%
Q4 2021$37,000
+8.8%
6100.0%0.00%0.0%
Q3 2021$34,0000.0%6100.0%0.00%0.0%
Q2 2021$34,000
-100.0%
610
+26.0%
0.00%
-50.0%
Q1 2021$248,558,000
+801700.0%
484
+693.4%
0.00%
+100.0%
Q4 2020$31,000
+19.2%
610.0%0.00%0.0%
Q3 2020$26,000
+44.4%
61
+32.6%
0.00%0.0%
Q2 2020$18,000
+38.5%
460.0%0.00%–
Q1 2020$13,000
-18.8%
460.0%0.00%–
Q4 2019$16,000
+14.3%
460.0%0.00%–
Q3 2019$14,0000.0%460.0%0.00%
-100.0%
Q2 2019$14,000–46–0.00%–
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Other shareholders
FIDELITY COMWLTH TR shareholders Q1 2023
NameSharesValueWeighting ↓
David Kennon Inc 271,289$14,109,4906.76%
Madison Wealth Partners, Inc 228,761$11,893,2856.02%
Divergent Wealth Advisors 473,740$24,629,7195.60%
Harvest Investment Advisors, LLC 97,837$5,086,5434.56%
KM Capital Management Ltd. 120,614$6,270,7694.29%
jvl associates llc 125,097$6,503,7933.35%
TCP Asset Management, LLC 135,919$7,066,4293.02%
Commonwealth Financial Services, LLC 142,124$7,389,0462.20%
Pinnacle Family Advisors, LLC 58,586$3,045,9121.74%
Analyst IMS Investment Management Services Ltd. 517,113$26,8331.68%
View complete list of FIDELITY COMWLTH TR shareholders