Hubbell Strickland Wealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Hubbell Strickland Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$1,544,069
-4.0%
29,699
-0.1%
0.92%
-0.6%
Q2 2023$1,608,324
-10.2%
29,740
-20.4%
0.93%
-14.4%
Q1 2023$1,791,012
+8.0%
37,352
-7.8%
1.09%
+7.6%
Q4 2022$1,659,086
-10.3%
40,495
-9.2%
1.01%
-21.6%
Q3 2022$1,849,000
+1.6%
44,608
+5.7%
1.29%
+6.4%
Q2 2022$1,820,000
-19.0%
42,186
+4.2%
1.21%
-9.2%
Q1 2022$2,248,000
+0.1%
40,467
+9.8%
1.34%
+7.4%
Q4 2021$2,245,000
+19.4%
36,860
+10.1%
1.24%
+9.0%
Q3 2021$1,881,000
+26.4%
33,481
+26.8%
1.14%
+27.4%
Q2 2021$1,488,000
+27.3%
26,413
+1060.5%
0.90%
+19.0%
Q1 2021$1,169,000
+7.1%
2,276
+4.5%
0.75%
+0.8%
Q4 2020$1,092,000
+79.9%
2,178
+55.8%
0.75%
+57.7%
Q3 2020$607,000
+60.2%
1,398
+44.4%
0.47%
+48.3%
Q2 2020$379,0009680.32%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 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