FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 214 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,587,410 | +8.6% | 37,000 | -0.0% | 0.12% | +16.0% |
| Q1 2024 | $2,383,522 | +8.7% | 37,011 | 0.0% | 0.11% | +1.9% |
| Q4 2023 | $2,192,544 | +13.9% | 37,011 | 0.0% | 0.10% | +19.5% |
| 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% | – |
Download | ||||||
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% |