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 | $1,296,705 | +112.5% | 18,543 | +95.6% | 0.00% | +50.0% |
| Q1 2024 | $610,247 | +12.9% | 9,481 | +4.0% | 0.00% | 0.0% |
| Q4 2023 | $540,342 | +54.6% | 9,112 | +35.6% | 0.00% | 0.0% |
| 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% | – |
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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% |