FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $59,240 | +13.9% | 1,000 | 0.0% | 0.03% | +11.1% |
| Q3 2023 | $51,990 | -3.9% | 1,000 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $54,080 | +12.8% | 1,000 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $47,950 | +134.1% | 1,000 | +100.0% | 0.02% | +127.3% |
| Q4 2022 | $20,485 | -67.0% | 500 | -66.7% | 0.01% | -66.7% |
| Q3 2022 | $62,000 | -4.6% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $65,000 | -41.4% | 1,500 | -25.0% | 0.03% | -29.8% |
| Q1 2022 | $111,000 | -16.5% | 2,000 | -8.7% | 0.05% | -9.6% |
| Q4 2021 | $133,000 | +8.1% | 2,190 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $123,000 | 0.0% | 2,190 | 0.0% | 0.05% | +36.8% |
| Q2 2021 | $123,000 | +9.8% | 2,190 | +900.0% | 0.04% | +15.2% |
| Q1 2021 | $112,000 | +1.8% | 219 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $110,000 | – | 219 | – | 0.03% | – |
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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% |