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 | $18,867 | -10.3% | 362,890 | -6.7% | 1.37% | +1.6% |
| Q2 2023 | $21,040 | +6.0% | 389,052 | -6.0% | 1.35% | +0.3% |
| Q1 2023 | $19,844 | +16.5% | 413,847 | -0.5% | 1.35% | +11.4% |
| Q4 2022 | $17,035 | -99.9% | 415,790 | +1.9% | 1.21% | -15.7% |
| Q3 2022 | $16,912,000 | -5.0% | 408,112 | -1.1% | 1.44% | +11.8% |
| Q2 2022 | $17,811,000 | -10.1% | 412,762 | +15.7% | 1.28% | -14.2% |
| Q1 2022 | $19,815,000 | -5.5% | 356,641 | +3.6% | 1.50% | +4.8% |
| Q4 2021 | $20,962,000 | +5.6% | 344,210 | -2.6% | 1.43% | -3.8% |
| Q3 2021 | $19,846,000 | -0.8% | 353,265 | -0.5% | 1.48% | -4.7% |
| Q2 2021 | $20,010,000 | +9.2% | 355,111 | +895.0% | 1.56% | -9.4% |
| Q1 2021 | $18,329,000 | +0.3% | 35,691 | -2.0% | 1.72% | -6.4% |
| Q4 2020 | $18,272,000 | +11.7% | 36,424 | -3.4% | 1.84% | -0.3% |
| Q3 2020 | $16,363,000 | +9.2% | 37,703 | -1.5% | 1.84% | +1.0% |
| Q2 2020 | $14,978,000 | +30.0% | 38,291 | -0.8% | 1.82% | +14.4% |
| Q1 2020 | $11,525,000 | -15.1% | 38,598 | -0.6% | 1.59% | +8.0% |
| Q4 2019 | $13,574,000 | +10.9% | 38,832 | -0.4% | 1.47% | +4.4% |
| Q3 2019 | $12,243,000 | -0.8% | 38,989 | -0.6% | 1.41% | -2.8% |
| Q2 2019 | $12,346,000 | +6.5% | 39,234 | +2.4% | 1.45% | +2.2% |
| Q1 2019 | $11,593,000 | +18.5% | 38,301 | +1.8% | 1.42% | +7.2% |
| Q4 2018 | $9,784,000 | -15.2% | 37,636 | +3.0% | 1.33% | -5.7% |
| Q3 2018 | $11,531,000 | +4.6% | 36,536 | -2.3% | 1.41% | -4.9% |
| Q2 2018 | $11,021,000 | +10.5% | 37,402 | +3.8% | 1.48% | +6.6% |
| Q1 2018 | $9,978,000 | +1.4% | 36,039 | -0.7% | 1.39% | +5.2% |
| Q4 2017 | $9,843,000 | +13.1% | 36,306 | +6.5% | 1.32% | +6.0% |
| Q3 2017 | $8,701,000 | +12.8% | 34,099 | +6.8% | 1.24% | +10.4% |
| Q2 2017 | $7,715,000 | +10.7% | 31,938 | +6.8% | 1.12% | +8.6% |
| Q1 2017 | $6,972,000 | +46.6% | 29,892 | +33.0% | 1.04% | +37.0% |
| Q4 2016 | $4,755,000 | +47.2% | 22,468 | +45.3% | 0.76% | +174.9% |
| Q3 2016 | $3,231,000 | +67.6% | 15,465 | +52.6% | 0.28% | -15.4% |
| Q2 2016 | $1,928,000 | +263.1% | 10,135 | +265.2% | 0.32% | +257.1% |
| Q1 2016 | $531,000 | – | 2,775 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |