Engrave Wealth Partners 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
Engrave Wealth Partners LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$635,717
-3.7%
12,228
+0.2%
0.20%
-6.7%
Q2 2023$660,011
+17.0%
12,204
+0.2%
0.21%
+10.0%
Q1 2023$564,345
+8.2%
12,184
+0.2%
0.19%
+5.0%
Q4 2022$521,798
+3.9%
12,157
+0.3%
0.18%
-23.0%
Q3 2022$502,000
-3.8%
12,117
+0.2%
0.24%
+1.7%
Q2 2022$522,000
-22.1%
12,089
+0.2%
0.23%
-7.6%
Q1 2022$670,000
-8.7%
12,065
+0.1%
0.25%
+17.9%
Q4 2021$734,000
+8.6%
12,049
+0.2%
0.21%
+6.0%
Q3 2021$676,000
-0.1%
12,028
+0.1%
0.20%
-2.0%
Q2 2021$677,000
+9.9%
12,010
+901.7%
0.20%
-17.7%
Q1 2021$616,000
+0.7%
1,199
+0.1%
0.25%
-50.6%
Q4 2020$612,0001,1980.50%
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