AXXCESS WEALTH MANAGEMENT, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
AXXCESS WEALTH MANAGEMENT, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2023$1,877,411
-3.8%
36,111
+0.0%
0.06%
-54.6%
Q2 2023$1,952,558
+13.1%
36,105
+0.2%
0.14%
+7.6%
Q1 2023$1,727,159
+17.0%
36,0200.0%0.13%
+7.4%
Q4 2022$1,475,739
-1.2%
36,020
-0.0%
0.12%
-13.5%
Q3 2022$1,493,000
-4.7%
36,022
-0.8%
0.14%
-2.1%
Q2 2022$1,567,000
-30.5%
36,310
-10.5%
0.14%
-18.2%
Q1 2022$2,255,000
-10.4%
40,584
-1.8%
0.18%
-4.3%
Q4 2021$2,517,00041,3340.18%
Other shareholders
FIDELITY COMWLTH TR shareholders Q2 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