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

Fidelity Tr 500 Index Ins Prem's ticker is and the CUSIP is 315911750. A total of 18 filers reported holding Fidelity Tr 500 Index Ins Prem in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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$463,0003,7090.21%
Other shareholders
Fidelity Tr 500 Index Ins Prem shareholders Q1 2023
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 375,001$51,828,00031.99%
Sippican Capital Advisors 16,290$2,251,0002.08%
HARBOR ADVISORY CORP /MA/ 37,400$5,169,0002.06%
MAGNOLIA CAPITAL MANAGEMENT LTD 4,316$597,0000.59%
Almanack Investment Partners, LLC. 20,862$2,883,0000.29%
GOFEN & GLOSSBERG LLC /IL/ 56,639$7,828,0000.20%
ENCOMPASS WEALTH ADVISORS, LLC 5,343$772,0000.20%
THOMAS STORY & SON LLC 2,877$398,0000.15%
TOCQUEVILLE ASSET MANAGEMENT L.P. 64,675$8,939,0000.14%
ROTHSCHILD INVESTMENT LLC /IL 10,292$1,422,0000.12%
View complete list of Fidelity Tr 500 Index Ins Prem shareholders