FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,018,133 | +457.7% | 173,459 | +480.1% | 0.00% | – |
| Q2 2023 | $1,616,938 | -55.7% | 29,899 | -60.7% | 0.00% | -100.0% |
| Q1 2023 | $3,648,372 | +36.8% | 76,087 | +16.8% | 0.00% | 0.0% |
| Q4 2022 | $2,667,803 | -13.4% | 65,116 | -8.8% | 0.00% | 0.0% |
| Q2 2022 | $3,081,000 | +275.7% | 71,391 | +383.6% | 0.00% | – |
| Q1 2022 | $820,000 | -92.5% | 14,763 | -91.8% | 0.00% | – |
| Q4 2021 | $10,956,000 | +393.1% | 179,916 | +354.9% | 0.00% | – |
| Q3 2021 | $2,222,000 | +190.1% | 39,551 | +190.9% | 0.00% | – |
| Q2 2021 | $766,000 | -94.7% | 13,598 | -51.8% | 0.00% | -100.0% |
| Q1 2021 | $14,514,000 | +268.3% | 28,224 | +180.4% | 0.00% | +100.0% |
| Q2 2020 | $3,941,000 | +56.1% | 10,066 | +19.0% | 0.00% | 0.0% |
| Q1 2020 | $2,525,000 | +376.4% | 8,458 | +457.9% | 0.00% | – |
| Q4 2019 | $530,000 | -84.5% | 1,516 | -86.1% | 0.00% | -100.0% |
| Q3 2019 | $3,424,000 | -72.8% | 10,887 | -72.8% | 0.00% | -50.0% |
| Q2 2019 | $12,603,000 | +503.3% | 40,047 | +504.9% | 0.00% | +100.0% |
| Q3 2018 | $2,089,000 | -53.2% | 6,620 | -56.2% | 0.00% | -50.0% |
| Q2 2018 | $4,460,000 | -50.8% | 15,119 | -59.7% | 0.00% | -50.0% |
| Q2 2017 | $9,061,000 | +11.0% | 37,510 | -2.8% | 0.00% | 0.0% |
| Q4 2016 | $8,164,000 | +3040.0% | 38,577 | +3001.0% | 0.00% | – |
| Q3 2016 | $260,000 | -98.3% | 1,244 | -98.5% | 0.00% | -100.0% |
| Q2 2016 | $15,392,000 | +177.0% | 80,931 | +186.7% | 0.01% | +166.7% |
| Q4 2015 | $5,556,000 | -35.7% | 28,231 | -40.8% | 0.00% | -25.0% |
| Q3 2015 | $8,642,000 | +97.3% | 47,719 | +113.7% | 0.00% | +100.0% |
| Q2 2015 | $4,380,000 | -62.5% | 22,335 | -63.1% | 0.00% | -60.0% |
| Q1 2015 | $11,667,000 | +99.7% | 60,570 | +92.8% | 0.01% | +150.0% |
| Q4 2014 | $5,841,000 | -50.3% | 31,419 | -53.7% | 0.00% | -60.0% |
| Q2 2014 | $11,750,000 | +578.0% | 67,863 | +545.3% | 0.01% | +400.0% |
| Q1 2014 | $1,733,000 | -79.7% | 10,516 | -79.7% | 0.00% | -75.0% |
| Q4 2013 | $8,528,000 | -34.9% | 51,916 | -41.2% | 0.00% | -42.9% |
| Q3 2013 | $13,100,000 | +631.8% | 88,220 | +560.8% | 0.01% | +600.0% |
| Q2 2013 | $1,790,000 | – | 13,350 | – | 0.00% | – |
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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% |