FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 192 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,480,068 | +9.8% | 21,165 | +1.1% | 0.55% | +10.4% |
| Q1 2024 | $1,348,214 | +8.7% | 20,935 | 0.0% | 0.50% | +0.8% |
| Q4 2023 | $1,240,189 | +13.9% | 20,935 | 0.0% | 0.50% | -2.2% |
| Q3 2023 | $1,088,407 | +5.0% | 20,935 | +9.2% | 0.51% | +10.0% |
| Q2 2023 | $1,036,442 | +279.9% | 19,165 | +236.8% | 0.46% | +259.4% |
| Q1 2023 | $272,834 | +17.0% | 5,690 | 0.0% | 0.13% | +12.3% |
| Q4 2022 | $233,118 | -57.5% | 5,690 | -57.1% | 0.11% | -58.7% |
| Q3 2022 | $549,000 | -4.7% | 13,260 | -0.6% | 0.28% | +4.2% |
| Q2 2022 | $576,000 | -22.3% | 13,340 | 0.0% | 0.26% | -8.9% |
| Q1 2022 | $741,000 | – | 13,340 | – | 0.29% | – |
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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% |