FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070 | -99.5% | 21 | -99.5% | 0.00% | -100.0% |
| Q2 2023 | $217,431 | +21996.6% | 4,021 | +19047.6% | 0.01% | – |
| Q1 2023 | $984 | +17.3% | 21 | +5.0% | 0.00% | – |
| Q4 2022 | $839 | -16.1% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -80.0% | 20 | -75.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 80 | +900.0% | 0.00% | – |
| Q1 2021 | $4,000 | +300.0% | 8 | +300.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -99.1% | 2 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $117,000 | +95.0% | 386 | +66.4% | 0.01% | +66.7% |
| Q4 2018 | $60,000 | +5900.0% | 232 | +4540.0% | 0.01% | – |
| Q3 2016 | $1,000 | – | 5 | – | 0.00% | – |
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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% |