Sound Income Strategies, LLC - FIDELITY COMWLTH TR ownership

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%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$3,639
-3.9%
700.0%0.00%
Q2 2023$3,786
+12.8%
700.0%0.00%
Q1 2023$3,357
+17.1%
700.0%0.00%
Q4 2022$2,868
-4.4%
700.0%0.00%
Q3 2022$3,0000.0%700.0%0.00%
Q2 2022$3,000
-25.0%
700.0%0.00%
Q1 2022$4,0000.0%700.0%0.00%
Q4 2021$4,0000.0%700.0%0.00%
-100.0%
Q3 2021$4,0000.0%700.0%0.00%0.0%
Q2 2021$4,000
-99.9%
70
+900.0%
0.00%0.0%
Q1 2021$3,595,000
+89775.0%
70.0%0.00%0.0%
Q4 2020$4,000
+33.3%
70.0%0.00%0.0%
Q3 2020$3,0000.0%70.0%0.00%0.0%
Q2 2020$3,000
+50.0%
70.0%0.00%0.0%
Q1 2020$2,000
-50.0%
7
-41.7%
0.00%
-50.0%
Q2 2018$4,000
+33.3%
120.0%0.00%0.0%
Q1 2018$3,0000.0%120.0%0.00%0.0%
Q4 2017$3,000120.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 2023
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