FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,607 | +2.4% | 5,824 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $233,000 | +46.5% | 5,625 | +52.5% | 0.00% | 0.0% |
| Q2 2022 | $159,000 | -9.7% | 3,689 | +16.6% | 0.00% | 0.0% |
| Q1 2022 | $176,000 | +39.7% | 3,163 | +52.6% | 0.00% | 0.0% |
| Q4 2021 | $126,000 | +8.6% | 2,073 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | -0.9% | 2,073 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $117,000 | +12.5% | 2,073 | +926.2% | 0.00% | 0.0% |
| Q1 2021 | $104,000 | +2.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $102,000 | +14.6% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $89,000 | -51.9% | 202 | -56.7% | 0.00% | -66.7% |
| Q2 2020 | $185,000 | +219.0% | 467 | +131.2% | 0.00% | +200.0% |
| Q1 2020 | $58,000 | -84.7% | 202 | -83.2% | 0.00% | -92.3% |
| Q3 2019 | $378,000 | +0.3% | 1,202 | +0.2% | 0.01% | -7.1% |
| Q2 2019 | $377,000 | +518.0% | 1,200 | +494.1% | 0.01% | +600.0% |
| Q1 2019 | $61,000 | +15.1% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $53,000 | -17.2% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $64,000 | +6.7% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $60,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $55,000 | -49.1% | 202 | -50.0% | 0.00% | -40.0% |
| Q3 2017 | $108,000 | – | 404 | – | 0.01% | – |
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% |