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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $402,000 | -92.3% | 7,136 | -30.2% | 0.06% | -92.7% |
| Q1 2021 | $5,251,000 | +17.5% | 10,225 | +14.8% | 0.83% | +12.2% |
| Q4 2020 | $4,468,000 | -24.9% | 8,906 | -35.0% | 0.74% | -34.1% |
| Q3 2020 | $5,948,000 | +1195.9% | 13,705 | +1068.4% | 1.13% | +1139.6% |
| Q2 2020 | $459,000 | +37.8% | 1,173 | +5.3% | 0.09% | +5.8% |
| Q1 2020 | $333,000 | -17.2% | 1,114 | -3.0% | 0.09% | +8.9% |
| Q4 2019 | $402,000 | 0.0% | 1,149 | -10.2% | 0.08% | -8.1% |
| Q3 2019 | $402,000 | -3.1% | 1,279 | -3.1% | 0.09% | -14.0% |
| Q2 2019 | $415,000 | -45.4% | 1,320 | -47.5% | 0.10% | -53.1% |
| Q1 2019 | $760,000 | +16.4% | 2,512 | 0.0% | 0.21% | -12.7% |
| Q4 2018 | $653,000 | +13.6% | 2,512 | +37.9% | 0.24% | +35.6% |
| Q3 2018 | $575,000 | +0.7% | 1,822 | -5.9% | 0.18% | -10.4% |
| Q2 2018 | $571,000 | 0.0% | 1,937 | -6.1% | 0.20% | +17.5% |
| Q1 2018 | $571,000 | +1.6% | 2,062 | -0.5% | 0.17% | +1.2% |
| Q4 2017 | $562,000 | +2.0% | 2,072 | -4.0% | 0.17% | +26.1% |
| Q3 2017 | $551,000 | +9.8% | 2,159 | +3.8% | 0.13% | +3.1% |
| Q2 2017 | $502,000 | -5.6% | 2,079 | -27.4% | 0.13% | -40.9% |
| Q4 2014 | $532,000 | -52.5% | 2,863 | -57.9% | 0.22% | -60.1% |
| Q1 2014 | $1,120,000 | +36.9% | 6,803 | +25.1% | 0.55% | +11.5% |
| Q3 2013 | $818,000 | – | 5,439 | – | 0.49% | – |
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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% |