FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $368,119 | +6.7% | 7,080 | +10.9% | 0.00% | – |
Q2 2023 | $345,139 | +50.8% | 6,382 | +33.7% | 0.00% | – |
Q1 2023 | $228,865 | +25.0% | 4,773 | +6.8% | 0.00% | – |
Q4 2022 | $183,096 | -79.1% | 4,469 | -78.8% | 0.00% | -100.0% |
Q3 2022 | $875,000 | +383.4% | 21,100 | +403.6% | 0.00% | – |
Q2 2022 | $181,000 | -44.0% | 4,190 | -27.9% | 0.00% | -100.0% |
Q1 2022 | $323,000 | +124.3% | 5,809 | +145.2% | 0.00% | – |
Q4 2021 | $144,000 | +21.0% | 2,369 | +12.3% | 0.00% | – |
Q3 2021 | $119,000 | +11.2% | 2,109 | +11.0% | 0.00% | – |
Q2 2021 | $107,000 | +81.4% | 1,900 | +1552.2% | 0.00% | – |
Q1 2021 | $59,000 | +11.3% | 115 | +9.5% | 0.00% | – |
Q4 2020 | $53,000 | +657.1% | 105 | +517.6% | 0.00% | – |
Q3 2020 | $7,000 | -65.0% | 17 | -66.0% | 0.00% | – |
Q2 2020 | $20,000 | -93.7% | 50 | -95.3% | 0.00% | -100.0% |
Q1 2020 | $316,000 | +15700.0% | 1,059 | +15028.6% | 0.00% | – |
Q4 2018 | $2,000 | -92.3% | 7 | -92.7% | 0.00% | – |
Q4 2017 | $26,000 | +8.3% | 96 | 0.0% | 0.00% | – |
Q3 2017 | $24,000 | -31.4% | 96 | -34.2% | 0.00% | – |
Q2 2017 | $35,000 | – | 146 | – | 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% |