FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |