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 | $2,256,634 | +5.6% | 43,405 | +9.8% | 0.00% | 0.0% |
| Q2 2023 | $2,137,609 | +13.7% | 39,527 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $1,880,183 | -19.4% | 39,211 | -31.1% | 0.00% | 0.0% |
| Q4 2022 | $2,332,553 | +51.2% | 56,933 | +52.9% | 0.00% | 0.0% |
| Q3 2022 | $1,543,000 | +4.5% | 37,239 | +8.8% | 0.00% | 0.0% |
| Q2 2022 | $1,477,000 | -27.6% | 34,233 | -6.8% | 0.00% | 0.0% |
| Q1 2022 | $2,041,000 | +0.3% | 36,731 | +9.9% | 0.00% | 0.0% |
| Q4 2021 | $2,035,000 | +0.5% | 33,422 | -7.3% | 0.00% | 0.0% |
| Q3 2021 | $2,025,000 | -3.5% | 36,046 | -3.2% | 0.00% | 0.0% |
| Q2 2021 | $2,099,000 | +60.0% | 37,250 | +1358.5% | 0.00% | 0.0% |
| Q1 2021 | $1,312,000 | -26.2% | 2,554 | -28.0% | 0.00% | 0.0% |
| Q4 2020 | $1,778,000 | -0.1% | 3,545 | -13.5% | 0.00% | -50.0% |
| Q3 2020 | $1,779,000 | +134.1% | 4,100 | +111.0% | 0.00% | +100.0% |
| Q2 2020 | $760,000 | -25.1% | 1,943 | -42.9% | 0.00% | 0.0% |
| Q1 2020 | $1,015,000 | +33.6% | 3,400 | +56.5% | 0.00% | 0.0% |
| Q4 2019 | $760,000 | +17.1% | 2,173 | +5.1% | 0.00% | 0.0% |
| Q3 2019 | $649,000 | +5.7% | 2,067 | +5.9% | 0.00% | 0.0% |
| Q2 2019 | $614,000 | +9.3% | 1,952 | +5.1% | 0.00% | 0.0% |
| Q1 2019 | $562,000 | -14.3% | 1,857 | -26.4% | 0.00% | 0.0% |
| Q4 2018 | $656,000 | – | 2,523 | – | 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% |