FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,424,000 | +0.8% | 46,641 | +4.9% | 0.00% | 0.0% |
| Q2 2023 | $2,404,000 | +61.0% | 44,463 | +42.8% | 0.00% | – |
| Q1 2023 | $1,493,000 | -18.7% | 31,142 | -30.5% | 0.00% | -100.0% |
| Q4 2022 | $1,836,000 | +4.4% | 44,818 | +5.7% | 0.00% | 0.0% |
| Q3 2022 | $1,758,000 | +47.6% | 42,411 | +53.5% | 0.00% | – |
| Q2 2022 | $1,191,000 | -22.8% | 27,627 | -0.4% | 0.00% | – |
| Q1 2022 | $1,542,000 | -8.4% | 27,747 | +0.4% | 0.00% | – |
| Q4 2021 | $1,683,000 | +15.5% | 27,623 | +6.5% | 0.00% | – |
| Q3 2021 | $1,457,000 | +0.6% | 25,936 | +1.0% | 0.00% | – |
| Q2 2021 | $1,448,000 | +12.9% | 25,679 | +927.6% | 0.00% | – |
| Q1 2021 | $1,283,000 | -16.2% | 2,499 | -18.1% | 0.00% | – |
| Q4 2020 | $1,531,000 | +34.4% | 3,052 | +16.3% | 0.00% | – |
| Q3 2020 | $1,139,000 | +35.8% | 2,624 | +22.4% | 0.00% | – |
| Q2 2020 | $839,000 | +26.4% | 2,143 | -3.6% | 0.00% | – |
| Q1 2020 | $664,000 | +16.5% | 2,224 | +36.4% | 0.00% | – |
| Q4 2019 | $570,000 | -81.2% | 1,631 | -83.1% | 0.00% | -100.0% |
| Q3 2019 | $3,032,000 | -45.3% | 9,655 | -45.2% | 0.00% | -50.0% |
| Q2 2019 | $5,541,000 | +306.8% | 17,608 | +291.2% | 0.00% | +100.0% |
| Q1 2019 | $1,362,000 | +7.1% | 4,501 | -8.0% | 0.00% | 0.0% |
| Q4 2018 | $1,272,000 | +171.8% | 4,894 | +230.0% | 0.00% | – |
| Q3 2018 | $468,000 | +12.5% | 1,483 | +5.2% | 0.00% | – |
| Q2 2018 | $416,000 | -5.9% | 1,410 | -11.6% | 0.00% | – |
| Q1 2018 | $442,000 | +6.2% | 1,595 | +3.9% | 0.00% | – |
| Q4 2017 | $416,000 | -9.0% | 1,535 | -14.2% | 0.00% | – |
| Q3 2017 | $457,000 | +294.0% | 1,790 | +272.9% | 0.00% | – |
| Q2 2017 | $116,000 | +205.3% | 480 | +194.5% | 0.00% | – |
| Q1 2017 | $38,000 | -84.9% | 163 | -86.3% | 0.00% | – |
| Q4 2016 | $251,000 | +543.6% | 1,186 | +530.9% | 0.00% | – |
| Q3 2016 | $39,000 | -93.8% | 188 | -94.3% | 0.00% | – |
| Q2 2016 | $629,000 | -48.5% | 3,306 | -48.3% | 0.00% | -100.0% |
| Q1 2016 | $1,222,000 | +1809.4% | 6,390 | +1872.2% | 0.00% | – |
| Q4 2015 | $64,000 | -87.5% | 324 | -88.6% | 0.00% | – |
| Q3 2015 | $514,000 | -91.7% | 2,836 | -91.1% | 0.00% | -100.0% |
| Q1 2015 | $6,158,000 | +20426.7% | 31,969 | +19512.9% | 0.00% | – |
| Q4 2014 | $30,000 | -99.6% | 163 | -99.6% | 0.00% | -100.0% |
| Q3 2014 | $7,820,000 | +3752.2% | 44,331 | +3676.1% | 0.01% | – |
| Q2 2014 | $203,000 | -73.0% | 1,174 | -74.3% | 0.00% | -100.0% |
| Q1 2014 | $753,000 | +176.8% | 4,576 | +149.4% | 0.00% | – |
| Q3 2013 | $272,000 | +248.7% | 1,835 | +216.4% | 0.00% | – |
| Q2 2013 | $78,000 | – | 580 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 287,510 | $11,914,000 | 6.55% |
| Madison Wealth Partners, Inc | 232,083 | $9,618,000 | 6.29% |
| Divergent Wealth Advisors | 472,438 | $19,578,000 | 5.30% |
| Focused Wealth Management, Inc | 581,433 | $24,095,000 | 5.05% |
| FOCUS Wealth Advisors, LLC | 159,844 | $6,624,000 | 4.69% |
| Ullmann Wealth Partners Group, LLC | 407,993 | $16,907,000 | 4.66% |
| EQ LLC | 77,584 | $3,215,000 | 2.78% |
| Analyst IMS Investment Management Services Ltd. | 525,785 | $22,146,000 | 2.16% |
| Regal Investment Advisors LLC | 405,071 | $16,786,000 | 1.77% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 408,112 | $16,912,000 | 1.44% |