FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $31,101 | +13.9% | 525 | 0.0% | 0.01% | +14.3% |
| Q3 2023 | $27,295 | -3.9% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,392 | +12.8% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,173 | +17.0% | 525 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $21,509 | +2.4% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -24.1% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | -6.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 525 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $29,000 | -25.6% | 525 | -25.0% | 0.01% | -22.2% |
| Q2 2021 | $39,000 | -23.5% | 700 | +600.0% | 0.01% | -30.8% |
| Q1 2021 | $51,000 | +2.0% | 100 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $50,000 | +16.3% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | -18.9% | 100 | -27.0% | 0.01% | -21.4% |
| Q2 2020 | $53,000 | +32.5% | 137 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $40,000 | -14.9% | 137 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $47,000 | +9.3% | 137 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $43,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $43,000 | +22.9% | 137 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $35,000 | – | 137 | – | 0.01% | – |
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% |