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 | $243,467 | -9.4% | 4,683 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $268,756 | +14.9% | 4,970 | +1.9% | 0.01% | +11.1% |
| Q1 2023 | $233,821 | +17.5% | 4,876 | +0.4% | 0.01% | +12.5% |
| Q4 2022 | $199,003 | +0.0% | 4,857 | +1.0% | 0.01% | -11.1% |
| Q3 2022 | $199,000 | +947.4% | 4,811 | +966.7% | 0.01% | +800.0% |
| Q2 2022 | $19,000 | -24.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 451 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 451 | +902.2% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +15.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +11.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +30.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -13.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | -17.6% | 45 | -18.2% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -17.6% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -21.1% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +35.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | – | 55 | – | 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% |