FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $444,000 | -50.1% | 10,830 | -49.6% | 0.30% | -55.2% |
| Q3 2022 | $890,000 | -8.8% | 21,478 | -5.0% | 0.67% | -6.8% |
| Q2 2022 | $976,000 | -22.4% | 22,612 | -0.2% | 0.72% | -2.6% |
| Q1 2022 | $1,258,000 | -24.4% | 22,652 | -17.0% | 0.74% | -18.9% |
| Q4 2021 | $1,663,000 | +31.7% | 27,303 | +21.4% | 0.91% | +25.4% |
| Q3 2021 | $1,263,000 | +34.6% | 22,484 | +35.0% | 0.72% | +34.4% |
| Q2 2021 | $938,000 | +13.3% | 16,650 | +932.9% | 0.54% | +5.3% |
| Q1 2021 | $828,000 | -1.0% | 1,612 | -3.2% | 0.51% | -7.1% |
| Q4 2020 | $836,000 | – | 1,665 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |