Coston, McIsaac & Partners - Fidelity Tr 500 Index Ins Prem ownership

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Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 22 filers reported holding Fidelity Tr 500 Index Ins Prem in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

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Filings
Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of Fidelity Tr 500 Index Ins Prem
ValueSharesWeighting
Q3 2023$557
-3.3%
3,730
+0.4%
0.21%
+6.6%
Q2 2023$576
+7.7%
3,715
-0.8%
0.20%
-0.5%
Q1 2023$535
+7.4%
3,7440.0%0.20%
+2.6%
Q4 2022$498
-99.9%
3,744
+0.9%
0.19%
-8.1%
Q3 2022$463,000–3,709–0.21%–
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Other shareholders
Fidelity Tr 500 Index Ins Prem shareholders Q4 2022
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 386,326$43,277,00024.82%
Almanack Investment Partners, LLC. 43,626$4,887,0000.93%
GOFEN & GLOSSBERG LLC /IL/ 191,142$21,412,0000.68%
ALBION FINANCIAL GROUP /UT 13,498$1,512,0000.18%
THOMAS STORY & SON LLC 2,824$316,0000.16%
TOCQUEVILLE ASSET MANAGEMENT L.P. 73,316$8,213,0000.12%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 2,154$241,0000.10%
TRADITION ASSET MANAGEMENT LLC 3,360$376,0000.09%
CARRET ASSET MANAGEMENT, LLC 5,170$579,0000.08%
ROTHSCHILD INVESTMENT LLC /IL 3,052$342,0000.03%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders