FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 267 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $420 | -89.8% | 6 | -90.6% | 0.00% | – |
| Q1 2024 | $4,122 | -91.6% | 64 | -92.3% | 0.00% | -100.0% |
| Q4 2023 | $49,169 | +38.9% | 830 | +21.9% | 0.00% | 0.0% |
| Q3 2023 | $35,405 | +687.3% | 681 | -99.4% | 0.00% | -99.5% |
| Q4 2022 | $4,497 | -99.2% | 109,768 | +756.8% | 0.19% | +1450.0% |
| Q2 2022 | $553,000 | +3850.0% | 12,811 | +4865.5% | 0.01% | – |
| Q1 2022 | $14,000 | -98.7% | 258 | -98.5% | 0.00% | -100.0% |
| Q4 2021 | $1,066,000 | +35.3% | 17,502 | +24.8% | 0.02% | -10.0% |
| Q3 2021 | $788,000 | +2088.9% | 14,026 | +19654.9% | 0.02% | +1900.0% |
| Q1 2021 | $36,000 | -46.3% | 71 | -58.7% | 0.00% | -66.7% |
| Q2 2020 | $67,000 | +71.8% | 172 | +30.3% | 0.00% | +50.0% |
| Q1 2020 | $39,000 | +105.3% | 132 | +120.0% | 0.00% | +100.0% |
| Q3 2019 | $19,000 | -58.7% | 60 | -60.5% | 0.00% | -66.7% |
| Q1 2019 | $46,000 | +109.1% | 152 | +72.7% | 0.00% | +50.0% |
| Q4 2018 | $22,000 | -99.1% | 88 | -98.9% | 0.00% | -98.5% |
| Q2 2018 | $2,350,000 | +0.3% | 7,974 | -5.8% | 0.13% | -34.3% |
| Q1 2018 | $2,343,000 | +12231.6% | 8,461 | +8533.7% | 0.20% | +9950.0% |
| Q2 2016 | $19,000 | +1800.0% | 98 | +3166.7% | 0.00% | – |
| Q4 2015 | $1,000 | -96.7% | 3 | -98.2% | 0.00% | -100.0% |
| Q3 2015 | $30,000 | +25.0% | 163 | +27.3% | 0.00% | +50.0% |
| Q4 2014 | $24,000 | -67.1% | 128 | -69.6% | 0.00% | -77.8% |
| Q2 2014 | $73,000 | +1360.0% | 421 | +1175.8% | 0.01% | +800.0% |
| Q1 2014 | $5,000 | – | 33 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |