FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |