FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 227 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,273 | -14.9% | 7,026 | -11.5% | 0.01% | -16.7% |
| Q2 2023 | $429,324 | -13.9% | 7,939 | -23.7% | 0.01% | -25.0% |
| Q1 2023 | $498,720 | +32.6% | 10,401 | +19.2% | 0.01% | +14.3% |
| Q2 2022 | $376,000 | -16.6% | 8,724 | +7.4% | 0.01% | -12.5% |
| Q1 2022 | $451,000 | -9.1% | 8,125 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $496,000 | +8.3% | 8,139 | -0.2% | 0.01% | -11.1% |
| Q3 2021 | $458,000 | – | 8,158 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silicon Valley Capital Partners | 19,792 | $5,145,000 | 2.58% |
| Pinnacle Family Advisors, LLC | 8,843 | $2,299,000 | 1.55% |
| Townsend & Associates, Inc | 4,941 | $1,284,000 | 1.47% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,636 | $9,784,000 | 1.33% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,392 | $4,001,000 | 1.26% |
| Questar Asset Management, Inc. | 4,093 | $1,064,000 | 1.25% |
| CRA Financial Services, LLC | 4,480 | $1,165,000 | 0.84% |
| Kovack Advisors, Inc. | 10,914 | $2,837,000 | 0.83% |
| Sowell Financial Services LLC | 21,187 | $5,508,000 | 0.78% |
| FinTrust Capital Advisors, LLC | 5,075 | $1,319,000 | 0.65% |