FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,202,528 | -3.9% | 23,130 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,250,870 | +7.1% | 23,130 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $1,167,582 | +23.2% | 24,350 | +5.3% | 0.00% | 0.0% |
| Q4 2022 | $947,636 | -1.1% | 23,130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $958,000 | -5.4% | 23,130 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $1,013,000 | -22.3% | 23,472 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,304,000 | -8.7% | 23,472 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,429,000 | +8.4% | 23,472 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,318,000 | -0.3% | 23,473 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,322,000 | +11.3% | 23,472 | +914.8% | 0.00% | 0.0% |
| Q1 2021 | $1,188,000 | +2.4% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,160,000 | +15.5% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,004,000 | +10.9% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $905,000 | +31.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $691,000 | -14.6% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $809,000 | +11.4% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $726,000 | -0.3% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $728,000 | +4.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $700,000 | +16.5% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $601,000 | -17.7% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $730,000 | +7.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $682,000 | – | 2,313 | – | 0.00% | – |
Download | ||||||
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% |