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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $349,477 | -4.2% | 6,722 | -0.3% | 0.00% | +100.0% |
Q2 2023 | $364,633 | -99.9% | 6,742 | -45.1% | 0.00% | -99.9% |
Q1 2023 | $413,901,074 | +82232.2% | 12,270 | 0.0% | 0.98% | +32433.3% |
Q4 2022 | $502,721 | -1.2% | 12,270 | 0.0% | 0.00% | -50.0% |
Q3 2022 | $509,000 | +447.3% | 12,270 | 0.0% | 0.01% | +500.0% |
Q2 2022 | $93,000 | – | 12,270 | – | 0.00% | – |
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% |