FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,561 | -3.9% | 357 | 0.0% | 0.00% | – |
| Q2 2023 | $19,307 | -89.5% | 357 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $184,464 | -41.9% | 3,847 | -50.3% | 0.00% | -50.0% |
| Q4 2022 | $317,272 | -50.0% | 7,744 | -49.5% | 0.00% | -50.0% |
| Q3 2022 | $635,000 | -27.1% | 15,325 | -24.0% | 0.01% | -33.3% |
| Q2 2022 | $871,000 | -25.1% | 20,175 | -3.6% | 0.01% | -20.0% |
| Q1 2022 | $1,163,000 | -19.9% | 20,925 | -12.2% | 0.02% | -28.6% |
| Q4 2021 | $1,452,000 | +28940.0% | 23,842 | +26391.1% | 0.02% | – |
| Q3 2021 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | – | 90 | – | 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% |