FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,295 | +17.1% | 27 | 0.0% | 0.00% | – |
| Q4 2022 | $1,106 | +10.6% | 27 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | -50.0% | 27 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | -77.8% | 27 | -81.9% | 0.00% | – |
| Q4 2021 | $9,000 | 0.0% | 149 | -4.5% | 0.00% | – |
| Q3 2021 | $9,000 | 0.0% | 156 | 0.0% | 0.00% | – |
| Q2 2021 | $9,000 | +12.5% | 156 | +875.0% | 0.00% | – |
| Q1 2021 | $8,000 | -11.1% | 16 | -11.1% | 0.00% | – |
| Q4 2020 | $9,000 | +12.5% | 18 | 0.0% | 0.00% | – |
| Q3 2020 | $8,000 | -20.0% | 18 | -30.8% | 0.00% | – |
| Q2 2020 | $10,000 | +150.0% | 26 | +116.7% | 0.00% | – |
| Q1 2020 | $4,000 | -20.0% | 12 | -14.3% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 14 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 14 | +16.7% | 0.00% | – |
| Q1 2019 | $4,000 | -90.5% | 12 | -92.6% | 0.00% | – |
| Q4 2018 | $42,000 | -17.6% | 163 | +0.6% | 0.00% | – |
| Q3 2018 | $51,000 | +6.2% | 162 | -0.6% | 0.00% | – |
| Q2 2018 | $48,000 | +11.6% | 163 | +5.2% | 0.00% | – |
| Q1 2018 | $43,000 | -2.3% | 155 | -4.3% | 0.00% | – |
| Q4 2017 | $44,000 | +7.3% | 162 | +0.6% | 0.00% | – |
| Q3 2017 | $41,000 | +7.9% | 161 | +2.5% | 0.00% | – |
| Q2 2017 | $38,000 | +5.6% | 157 | +0.6% | 0.00% | – |
| Q1 2017 | $36,000 | +9.1% | 156 | 0.0% | 0.00% | – |
| Q4 2016 | $33,000 | -31.2% | 156 | -32.8% | 0.00% | – |
| Q3 2016 | $48,000 | +11.6% | 232 | +2.2% | 0.00% | – |
| Q2 2016 | $43,000 | 0.0% | 227 | 0.0% | 0.00% | – |
| Q1 2016 | $43,000 | -4.4% | 227 | +0.4% | 0.00% | – |
| Q4 2015 | $45,000 | – | 226 | – | 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% |