FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 234 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $36,713 | +8.6% | 525 | 0.0% | 0.01% | +12.5% |
| Q1 2024 | $33,810 | +8.7% | 525 | 0.0% | 0.01% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |