Beacon Pointe Advisors, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$1,201,799
-3.9%
23,1160.0%0.02%
-25.0%
Q2 2023$1,250,111
+33.1%
23,116
+18.0%
0.02%
+25.0%
Q1 2023$939,550
+10.0%
19,594
-6.0%
0.02%
-5.9%
Q4 2022$854,305
+6.5%
20,852
+7.7%
0.02%
-5.6%
Q3 2022$802,000
-5.1%
19,359
-1.2%
0.02%0.0%
Q2 2022$845,000
-18.1%
19,599
+5.5%
0.02%
+28.6%
Q1 2022$1,032,000
-15.8%
18,578
-7.7%
0.01%
-56.2%
Q4 2021$1,226,000
+20.4%
20,127
+11.0%
0.03%
+28.0%
Q3 2021$1,018,000
+1.6%
18,127
+468.2%
0.02%
-94.2%
Q3 2019$1,002,0003,1900.43%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 2022
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