FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |