FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,924,213 | -3.9% | 37,011 | 0.0% | 0.09% | -7.4% |
| Q2 2023 | $2,001,566 | +12.8% | 37,011 | 0.0% | 0.09% | +4.4% |
| Q1 2023 | $1,774,687 | +17.0% | 37,011 | 0.0% | 0.09% | +4.7% |
| Q4 2022 | $1,516,349 | +629.0% | 37,011 | +638.6% | 0.09% | +561.5% |
| Q3 2022 | $208,000 | -3.7% | 5,011 | 0.0% | 0.01% | -7.1% |
| Q2 2022 | $216,000 | -22.3% | 5,011 | 0.0% | 0.01% | -6.7% |
| Q1 2022 | $278,000 | -8.9% | 5,011 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $305,000 | +8.2% | 5,011 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $282,000 | 0.0% | 5,011 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $282,000 | +9.7% | 5,011 | +900.2% | 0.02% | 0.0% |
| Q1 2021 | $257,000 | +2.4% | 501 | 0.0% | 0.02% | -5.9% |
| Q4 2020 | $251,000 | +15.1% | 501 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $218,000 | – | 501 | – | 0.02% | – |
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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% |