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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,941,000 | -5.3% | 595,107 | -1.5% | 0.06% | -9.4% |
| Q2 2023 | $32,678,000 | +10.0% | 604,251 | -2.5% | 0.06% | -1.5% |
| Q1 2023 | $29,711,000 | +11.6% | 619,678 | -4.7% | 0.06% | +6.6% |
| Q4 2022 | $26,627,000 | -14.9% | 650,003 | -13.9% | 0.06% | -27.4% |
| Q3 2022 | $31,295,000 | -6.8% | 755,346 | -2.9% | 0.08% | -3.4% |
| Q2 2022 | $33,563,000 | -31.8% | 777,785 | -12.1% | 0.09% | -20.9% |
| Q1 2022 | $49,177,000 | -16.4% | 884,927 | -8.4% | 0.11% | -14.7% |
| Q4 2021 | $58,852,000 | +489.6% | 966,319 | +444.2% | 0.13% | +377.8% |
| Q3 2021 | $9,981,000 | +50.9% | 177,555 | +51.2% | 0.03% | +42.1% |
| Q2 2021 | $6,615,000 | +35.3% | 117,468 | +1136.4% | 0.02% | +26.7% |
| Q1 2021 | $4,888,000 | +1.1% | 9,501 | -1.0% | 0.02% | -25.0% |
| Q4 2020 | $4,833,000 | +17.9% | 9,598 | +1.6% | 0.02% | 0.0% |
| Q3 2020 | $4,098,000 | -9.1% | 9,449 | -18.0% | 0.02% | -20.0% |
| Q2 2020 | $4,506,000 | -30.3% | 11,524 | -46.8% | 0.02% | -40.5% |
| Q1 2020 | $6,466,000 | -37.6% | 21,654 | -27.0% | 0.04% | -31.1% |
| Q4 2019 | $10,370,000 | +44.5% | 29,655 | +29.7% | 0.06% | +56.4% |
| Q3 2019 | $7,175,000 | -10.3% | 22,868 | -10.1% | 0.04% | -18.8% |
| Q2 2019 | $7,999,000 | +159.8% | 25,451 | +150.1% | 0.05% | +128.6% |
| Q1 2019 | $3,079,000 | +49.4% | 10,178 | +28.3% | 0.02% | +31.2% |
| Q4 2018 | $2,061,000 | -62.0% | 7,934 | -53.8% | 0.02% | -59.0% |
| Q3 2018 | $5,420,000 | +15.6% | 17,173 | +7.8% | 0.04% | +5.4% |
| Q2 2018 | $4,690,000 | -23.3% | 15,930 | -27.9% | 0.04% | -27.5% |
| Q1 2018 | $6,115,000 | +2.3% | 22,093 | +0.2% | 0.05% | +4.1% |
| Q4 2017 | $5,977,000 | +37.5% | 22,045 | +29.4% | 0.05% | +32.4% |
| Q3 2017 | $4,347,000 | +21.3% | 17,033 | +14.7% | 0.04% | +15.6% |
| Q2 2017 | $3,584,000 | +24.6% | 14,845 | +20.4% | 0.03% | +14.3% |
| Q1 2017 | $2,876,000 | +8.9% | 12,329 | -1.1% | 0.03% | -3.4% |
| Q4 2016 | $2,641,000 | +27.7% | 12,472 | +26.0% | 0.03% | +20.8% |
| Q3 2016 | $2,068,000 | +86.6% | 9,899 | +69.7% | 0.02% | +71.4% |
| Q2 2016 | $1,108,000 | -3.5% | 5,833 | -3.1% | 0.01% | +250.0% |
| Q1 2016 | $1,148,000 | -2.3% | 6,021 | +1.1% | 0.00% | -71.4% |
| Q4 2015 | $1,175,000 | +72.5% | 5,958 | +58.8% | 0.01% | +55.6% |
| Q3 2015 | $681,000 | – | 3,752 | – | 0.01% | – |
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% |