FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46 | -4.2% | 879 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48 | +14.3% | 879 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $42 | +16.7% | 879 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36 | -99.9% | 879 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 879 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -22.4% | 879 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +88.5% | 879 | +103.5% | 0.00% | +100.0% |
| Q4 2021 | $26,000 | +8.3% | 432 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 432 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | -52.0% | 432 | +345.4% | 0.00% | -66.7% |
| Q1 2021 | $50,000 | -28.6% | 97 | -30.2% | 0.00% | -25.0% |
| Q4 2020 | $70,000 | +16.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $60,000 | -22.1% | 139 | -29.4% | 0.00% | -33.3% |
| Q2 2020 | $77,000 | -23.0% | 197 | -41.4% | 0.01% | -33.3% |
| Q1 2020 | $100,000 | +566.7% | 336 | +681.4% | 0.01% | +800.0% |
| Q4 2019 | $15,000 | +7.1% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -46.2% | 43 | -50.0% | 0.00% | -50.0% |
| Q1 2019 | $26,000 | +44.4% | 86 | +24.6% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -18.2% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | – | 69 | – | 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% |