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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78,170 | +44.5% | 1,502 | +50.2% | 0.00% | – |
| Q2 2023 | $54,095 | +12.9% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $47,925 | +16.8% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $41,024 | +0.1% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $41,000 | -4.7% | 1,000 | 0.0% | 0.00% | – |
| Q2 2022 | $43,000 | -21.8% | 1,000 | 0.0% | 0.00% | – |
| Q1 2022 | $55,000 | -9.8% | 1,000 | 0.0% | 0.00% | – |
| Q4 2021 | $61,000 | +8.9% | 1,000 | 0.0% | 0.00% | – |
| Q3 2021 | $56,000 | -66.3% | 1,000 | -66.1% | 0.00% | – |
| Q2 2021 | $166,000 | +9.2% | 2,950 | +900.0% | 0.00% | – |
| Q1 2021 | $152,000 | +204.0% | 295 | +195.0% | 0.00% | – |
| Q4 2020 | $50,000 | +16.3% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $43,000 | +10.3% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +30.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $35,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |