ENCOMPASS WEALTH ADVISORS, LLC - FIDELITY CONTRAFUND ownership

FIDELITY CONTRAFUND's ticker is and the CUSIP is 316071109. A total of 15 filers reported holding FIDELITY CONTRAFUND in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of FIDELITY CONTRAFUND
ValueSharesWeighting
Q2 2023$290,317
+26.9%
19,458
+13.0%
0.09%
+20.5%
Q1 2023$228,766
+11.5%
17,213
+1.4%
0.08%
+4.0%
Q4 2022$205,150
-19.2%
16,969
-14.5%
0.08%
-22.7%
Q3 2022$254,000
-42.5%
19,841
-40.2%
0.10%
-37.8%
Q2 2022$442,000
-21.6%
33,202
-1.6%
0.16%
+9.9%
Q1 2022$564,000
-8.9%
33,747
+2.3%
0.14%
-6.0%
Q4 2021$619,000
+103.0%
32,989
+103.1%
0.15%
+88.8%
Q3 2021$305,000
-48.9%
16,242
-49.0%
0.08%
-45.6%
Q2 2021$597,000
+6.0%
31,8410.0%0.15%
+2.1%
Q1 2021$563,00031,8410.14%
Other shareholders
FIDELITY CONTRAFUND shareholders Q3 2023
NameSharesValueWeighting ↓
NEVILLE RODIE & SHAW INC 589,359$9,878,0000.86%
Wallington Asset Management, LLC 72,862$1,221,0000.24%
CARRET ASSET MANAGEMENT, LLC 100,841$1,690,0000.23%
Hayden Royal, LLC 22,071$370,0000.20%
Sequent Asset Management, LLC 12,973$217,0000.14%
THOMAS STORY & SON LLC 18,885$317,0000.13%
NORTHSTAR ASSET MANAGEMENT Co LLC 19,712$330,0000.09%
True Link Financial Advisors, LLC 31,019$520,0000.08%
WOODSTOCK CORP 28,493$478,0000.06%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 26,185$439,0000.05%
View complete list of FIDELITY CONTRAFUND shareholders