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 | $540,803 | -4.7% | 10,402 | -0.9% | 0.00% | -33.3% |
| Q2 2023 | $567,574 | -32.4% | 10,495 | -40.1% | 0.00% | +50.0% |
| Q1 2023 | $840,132 | +17.1% | 17,521 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $717,753 | +17.1% | 17,519 | +18.4% | 0.00% | 0.0% |
| Q3 2022 | $613,000 | +75.1% | 14,800 | +82.6% | 0.00% | +100.0% |
| Q2 2022 | $350,000 | -13.2% | 8,106 | +11.7% | 0.00% | 0.0% |
| Q1 2022 | $403,000 | -10.0% | 7,254 | -1.3% | 0.00% | 0.0% |
| Q4 2021 | $448,000 | +8.5% | 7,350 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $413,000 | -0.2% | 7,350 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $414,000 | +14.7% | 7,350 | +920.8% | 0.00% | 0.0% |
| Q4 2020 | $361,000 | – | 720 | – | 0.00% | – |
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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% |