FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $391 | -5.6% | 7,530 | -1.6% | 0.00% | -33.3% |
| Q2 2023 | $414 | +14.7% | 7,655 | +1.7% | 0.00% | +50.0% |
| Q1 2023 | $361 | +147.3% | 7,530 | +111.0% | 0.00% | +100.0% |
| Q4 2022 | $146 | -100.0% | 3,569 | -79.5% | 0.00% | -83.3% |
| Q3 2022 | $721,000 | +434.1% | 17,389 | +456.3% | 0.01% | +500.0% |
| Q2 2022 | $135,000 | -78.6% | 3,126 | -72.4% | 0.00% | -75.0% |
| Q1 2022 | $630,000 | +8900.0% | 11,335 | +10020.5% | 0.00% | – |
| Q4 2021 | $7,000 | -22.2% | 112 | +300.0% | 0.00% | – |
| Q3 2018 | $9,000 | – | 28 | – | 0.00% | – |
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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% |