FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 135 filers reported holding FIDELITY COMWLTH TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,737 | +95145.7% | 5,496 | -0.8% | 0.01% | -11.1% |
| Q2 2023 | $300 | +12.4% | 5,539 | -0.5% | 0.01% | +12.5% |
| Q1 2023 | $267 | +17.1% | 5,569 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $228 | -99.9% | 5,569 | 0.0% | 0.01% | -11.1% |
| Q3 2022 | $231,000 | -3.8% | 5,569 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $240,000 | -22.3% | 5,569 | 0.0% | 0.01% | -10.0% |
| Q1 2022 | $309,000 | -25.0% | 5,569 | -17.6% | 0.01% | -16.7% |
| Q4 2021 | $412,000 | -4.0% | 6,759 | -11.4% | 0.01% | -14.3% |
| Q3 2021 | $429,000 | -3.6% | 7,629 | -3.3% | 0.01% | -6.7% |
| Q2 2021 | $445,000 | -16.8% | 7,890 | +657.9% | 0.02% | -21.1% |
| Q1 2021 | $535,000 | +29.2% | 1,041 | +26.0% | 0.02% | +18.8% |
| Q4 2020 | $414,000 | -34.1% | 826 | -42.9% | 0.02% | -40.7% |
| Q3 2020 | $628,000 | +88.0% | 1,447 | +69.4% | 0.03% | +68.8% |
| Q2 2020 | $334,000 | +31.0% | 854 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $255,000 | -51.8% | 854 | -43.6% | 0.02% | -40.0% |
| Q4 2019 | $529,000 | +21.3% | 1,513 | +8.9% | 0.02% | +13.6% |
| Q3 2019 | $436,000 | – | 1,389 | – | 0.02% | – |
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% |