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 | $4,084,542 | +578.6% | 78,564 | +605.9% | 0.00% | – |
| Q2 2023 | $601,911 | -64.2% | 11,130 | -68.3% | 0.00% | – |
| Q1 2023 | $1,682,134 | -76.6% | 35,081 | -80.0% | 0.00% | -100.0% |
| Q4 2022 | $7,189,457 | +335.2% | 175,481 | +340.2% | 0.00% | – |
| Q3 2022 | $1,652,000 | -35.2% | 39,861 | -32.6% | 0.00% | – |
| Q2 2022 | $2,551,000 | -23.5% | 59,116 | -1.5% | 0.00% | -100.0% |
| Q1 2022 | $3,333,000 | +19.5% | 59,990 | +31.0% | 0.00% | – |
| Q4 2021 | $2,789,000 | -45.5% | 45,805 | -49.8% | 0.00% | -100.0% |
| Q3 2021 | $5,122,000 | +143.7% | 91,171 | +144.4% | 0.00% | – |
| Q2 2021 | $2,102,000 | +22.9% | 37,303 | +1021.6% | 0.00% | – |
| Q1 2021 | $1,710,000 | -37.1% | 3,326 | -38.7% | 0.00% | -100.0% |
| Q4 2020 | $2,717,000 | +27.6% | 5,424 | +10.6% | 0.00% | 0.0% |
| Q3 2020 | $2,129,000 | -49.4% | 4,904 | -54.4% | 0.00% | -50.0% |
| Q2 2020 | $4,210,000 | +51.1% | 10,754 | +15.2% | 0.00% | +100.0% |
| Q1 2020 | $2,787,000 | +142.1% | 9,335 | +183.5% | 0.00% | – |
| Q4 2019 | $1,151,000 | +62.8% | 3,293 | +40.9% | 0.00% | – |
| Q1 2019 | $707,000 | +70.8% | 2,337 | +43.9% | 0.00% | – |
| Q3 2017 | $414,000 | +61.1% | 1,624 | +52.6% | 0.00% | – |
| Q2 2017 | $257,000 | -97.1% | 1,064 | -97.7% | 0.00% | -100.0% |
| Q1 2016 | $8,852,000 | +305.7% | 46,199 | +283.4% | 0.01% | +450.0% |
| Q3 2015 | $2,182,000 | +597.1% | 12,049 | +566.8% | 0.00% | – |
| Q2 2014 | $313,000 | – | 1,807 | – | 0.00% | – |
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% |