FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280 | -2.1% | 5,382 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $286 | +13.0% | 5,285 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $253 | +23.4% | 5,274 | +5.5% | 0.00% | 0.0% |
| Q4 2022 | $205 | -99.9% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $207,000 | -5.5% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -21.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | -8.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $304,000 | +7.8% | 5,000 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $282,000 | -68.3% | 5,012 | +182.4% | 0.00% | -75.0% |
| Q4 2020 | $890,000 | -27.0% | 1,775 | -36.8% | 0.00% | -42.9% |
| Q3 2020 | $1,219,000 | -59.7% | 2,808 | -63.7% | 0.01% | -63.2% |
| Q2 2020 | $3,023,000 | -21.1% | 7,727 | -39.0% | 0.02% | -40.6% |
| Q1 2019 | $3,831,000 | +273.8% | 12,657 | +221.1% | 0.03% | +220.0% |
| Q4 2018 | $1,025,000 | – | 3,942 | – | 0.01% | – |
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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% |