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 | $527,716 | -15.0% | 10,150 | -11.6% | 0.04% | -11.4% |
| Q2 2023 | $621,102 | -27.3% | 11,485 | -35.5% | 0.04% | -27.9% |
| Q1 2023 | $854,191 | +57.5% | 17,814 | +34.6% | 0.06% | +45.2% |
| Q4 2022 | $542,190 | -15.2% | 13,233 | -14.2% | 0.04% | -20.8% |
| Q3 2022 | $639,000 | -13.9% | 15,420 | -10.3% | 0.05% | -10.2% |
| Q2 2022 | $742,000 | -59.3% | 17,187 | -47.6% | 0.06% | -51.6% |
| Q1 2022 | $1,823,000 | -62.6% | 32,811 | -58.9% | 0.12% | -61.5% |
| Q4 2021 | $4,868,000 | +53.7% | 79,929 | +41.8% | 0.32% | +40.3% |
| Q3 2021 | $3,167,000 | +58.0% | 56,373 | +58.5% | 0.23% | +43.0% |
| Q2 2021 | $2,005,000 | +21.4% | 35,575 | +1006.9% | 0.16% | -0.6% |
| Q1 2021 | $1,651,000 | -40.4% | 3,214 | -41.8% | 0.16% | -44.8% |
| Q4 2020 | $2,772,000 | +25.1% | 5,527 | +8.3% | 0.29% | +69.4% |
| Q3 2020 | $2,215,000 | -13.5% | 5,103 | -22.0% | 0.17% | -55.8% |
| Q2 2020 | $2,560,000 | +527.5% | 6,546 | +460.9% | 0.38% | +654.9% |
| Q4 2019 | $408,000 | – | 1,167 | – | 0.05% | – |
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% |