FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781,511 | -1.8% | 15,032 | +2.2% | 0.02% | +16.7% |
| Q2 2023 | $795,628 | +2.1% | 14,712 | -9.4% | 0.02% | -14.3% |
| Q1 2023 | $778,961 | +17.1% | 16,245 | +0.1% | 0.02% | +10.5% |
| Q4 2022 | $664,990 | -12.2% | 16,231 | -11.1% | 0.02% | -17.4% |
| Q3 2022 | $757,000 | +255.4% | 18,248 | +269.7% | 0.02% | +155.6% |
| Q2 2022 | $213,000 | -46.6% | 4,936 | -31.1% | 0.01% | -30.8% |
| Q1 2022 | $399,000 | -18.2% | 7,166 | -10.4% | 0.01% | -7.1% |
| Q4 2021 | $488,000 | +10.9% | 8,000 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $440,000 | +15.5% | 7,819 | +34.5% | 0.01% | +16.7% |
| Q2 2021 | $381,000 | +11.4% | 5,814 | +770.4% | 0.01% | 0.0% |
| Q1 2021 | $342,000 | +10.3% | 668 | -41.5% | 0.01% | -71.4% |
| Q4 2017 | $310,000 | -2.2% | 1,142 | -8.0% | 0.04% | -20.8% |
| Q3 2017 | $317,000 | -2.2% | 1,241 | -7.3% | 0.05% | -10.2% |
| Q2 2017 | $324,000 | +17.8% | 1,339 | +13.6% | 0.06% | +7.3% |
| Q1 2017 | $275,000 | +31.6% | 1,179 | +19.8% | 0.06% | +31.0% |
| Q4 2016 | $209,000 | +50.4% | 984 | +31.0% | 0.04% | +1300.0% |
| Q4 2014 | $139,000 | – | 751 | – | 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% |