Forum Financial Management, LP - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Forum Financial Management, LP ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q1 2023$353,152
+17.0%
7,3650.0%0.01%0.0%
Q4 2022$301,744
-1.1%
7,3650.0%0.01%
-33.3%
Q3 2022$305,000
-4.1%
7,3650.0%0.02%
-6.2%
Q2 2022$318,000
-26.4%
7,365
-5.4%
0.02%
-23.8%
Q1 2022$432,000
-8.9%
7,7880.0%0.02%
-12.5%
Q4 2021$474,0007,7880.02%
Other shareholders
FIDELITY COMWLTH TR shareholders Q3 2022
NameSharesValueWeighting ↓
Pinnacle Family Advisors, LLC 11,461$3,599,0003.18%
Silicon Valley Capital Partners 18,049$5,668,0002.22%
Avondale Wealth Management 3,464$1,088,0001.80%
Townsend & Associates, Inc 5,102$1,569,0001.50%
SMITH CHAS P & ASSOCIATES PA CPAS 38,989$12,243,0001.41%
Ruggie Capital Group 3,167$997,0001.32%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,202$4,773,0001.28%
CRA Financial Services, LLC 4,395$1,380,0000.84%
Analyst IMS Investment Management Services Ltd. 8,187$2,586,0000.77%
Kovack Advisors, Inc. 10,356$3,252,0000.67%
View complete list of FIDELITY COMWLTH TR shareholders