FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,908,684 | -5.6% | 748,388 | -1.8% | 0.03% | -6.9% |
| Q2 2023 | $41,209,498 | +7.6% | 762,010 | -4.6% | 0.03% | -3.3% |
| Q1 2023 | $38,306,644 | +8.2% | 798,887 | -7.5% | 0.03% | 0.0% |
| Q4 2022 | $35,394,152 | -9.8% | 863,904 | -8.8% | 0.03% | -21.1% |
| Q3 2022 | $39,237,000 | +38.9% | 946,841 | +44.6% | 0.04% | +40.7% |
| Q2 2022 | $28,250,000 | +0.2% | 654,692 | +29.1% | 0.03% | +12.5% |
| Q1 2022 | $28,186,000 | -3.0% | 507,312 | +6.3% | 0.02% | 0.0% |
| Q4 2021 | $29,060,000 | +11.1% | 477,184 | +2.5% | 0.02% | -4.0% |
| Q3 2021 | $26,162,000 | +3.0% | 465,676 | +3.3% | 0.02% | -3.8% |
| Q2 2021 | $25,409,000 | +9.9% | 450,907 | +901.7% | 0.03% | -3.7% |
| Q1 2021 | $23,117,000 | +4.8% | 45,013 | +2.3% | 0.03% | -6.9% |
| Q4 2020 | $22,067,000 | +24.7% | 43,988 | +7.9% | 0.03% | +3.6% |
| Q3 2020 | $17,692,000 | +25.9% | 40,764 | +13.5% | 0.03% | +16.7% |
| Q2 2020 | $14,050,000 | +31.8% | 35,917 | +0.6% | 0.02% | +4.3% |
| Q1 2020 | $10,659,000 | -15.4% | 35,698 | -0.9% | 0.02% | 0.0% |
| Q4 2019 | $12,595,000 | +33.7% | 36,033 | +20.2% | 0.02% | +21.1% |
| Q3 2019 | $9,417,000 | +4.3% | 29,989 | +4.5% | 0.02% | 0.0% |
| Q2 2019 | $9,032,000 | -9.0% | 28,704 | -12.5% | 0.02% | -17.4% |
| Q1 2019 | $9,930,000 | +46.3% | 32,809 | +25.7% | 0.02% | +27.8% |
| Q4 2018 | $6,786,000 | +4.3% | 26,103 | +26.6% | 0.02% | +12.5% |
| Q3 2018 | $6,507,000 | +58.2% | 20,618 | +47.7% | 0.02% | +45.5% |
| Q2 2018 | $4,113,000 | +23.1% | 13,960 | +15.7% | 0.01% | +22.2% |
| Q1 2018 | $3,340,000 | +4.8% | 12,063 | +2.7% | 0.01% | -10.0% |
| Q4 2017 | $3,186,000 | -6.7% | 11,751 | -12.2% | 0.01% | -16.7% |
| Q3 2017 | $3,414,000 | +1.8% | 13,380 | -3.6% | 0.01% | -7.7% |
| Q2 2017 | $3,352,000 | +10.8% | 13,879 | +6.7% | 0.01% | -38.1% |
| Q1 2017 | $3,026,000 | +67.2% | 13,011 | +53.3% | 0.02% | +50.0% |
| Q4 2016 | $1,810,000 | +108.5% | 8,490 | +103.6% | 0.01% | +75.0% |
| Q3 2016 | $868,000 | -8.6% | 4,169 | -16.0% | 0.01% | 0.0% |
| Q2 2016 | $950,000 | -52.1% | 4,965 | -52.4% | 0.01% | +33.3% |
| Q1 2016 | $1,982,000 | -4.3% | 10,427 | -3.3% | 0.01% | 0.0% |
| Q4 2015 | $2,070,000 | +113.6% | 10,783 | +109.0% | 0.01% | +20.0% |
| Q3 2015 | $969,000 | -20.8% | 5,159 | -17.5% | 0.01% | -16.7% |
| Q2 2015 | $1,223,000 | -6.2% | 6,250 | -8.3% | 0.01% | -14.3% |
| Q1 2015 | $1,304,000 | +6.4% | 6,816 | +3.4% | 0.01% | 0.0% |
| Q4 2014 | $1,225,000 | +19.7% | 6,594 | +12.0% | 0.01% | +16.7% |
| Q3 2014 | $1,023,000 | -0.2% | 5,890 | -0.6% | 0.01% | 0.0% |
| Q2 2014 | $1,025,000 | -7.3% | 5,924 | -11.8% | 0.01% | -14.3% |
| Q1 2014 | $1,106,000 | +23.7% | 6,717 | +23.3% | 0.01% | +16.7% |
| Q4 2013 | $894,000 | +13.2% | 5,449 | +3.5% | 0.01% | +20.0% |
| Q3 2013 | $790,000 | -6.5% | 5,265 | -16.5% | 0.01% | -16.7% |
| Q2 2013 | $845,000 | – | 6,305 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |