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 | $2,118,054 | +48.3% | 30,288 | +36.6% | 0.01% | +40.0% |
| Q1 2024 | $1,428,027 | -10.0% | 22,174 | -17.2% | 0.01% | -16.7% |
| Q4 2023 | $1,586,217 | +17.0% | 26,776 | +2.7% | 0.01% | 0.0% |
| Q3 2023 | $1,356,082 | -5.2% | 26,083 | -1.4% | 0.01% | 0.0% |
| Q2 2023 | $1,431,175 | +99.7% | 26,464 | +77.1% | 0.01% | +71.4% |
| Q1 2023 | $716,722 | +123048.1% | 14,947 | +5.1% | 0.01% | – |
| Q4 2022 | $582 | -99.9% | 14,216 | -0.1% | 0.00% | -100.0% |
| Q3 2022 | $590,000 | -3.0% | 14,226 | +0.9% | 0.01% | +40.0% |
| Q2 2022 | $608,000 | -27.5% | 14,101 | -6.6% | 0.01% | -16.7% |
| Q1 2022 | $839,000 | -12.1% | 15,103 | -3.6% | 0.01% | -14.3% |
| Q4 2021 | $954,000 | -1.9% | 15,666 | -9.4% | 0.01% | +16.7% |
| Q3 2021 | $972,000 | +0.1% | 17,295 | +0.4% | 0.01% | -25.0% |
| Q2 2021 | $971,000 | +7.9% | 17,231 | +883.5% | 0.01% | -11.1% |
| Q1 2021 | $900,000 | -29.9% | 1,752 | -31.5% | 0.01% | -30.8% |
| Q4 2020 | $1,283,000 | +9.8% | 2,557 | -4.9% | 0.01% | -13.3% |
| Q3 2020 | $1,168,000 | +8.2% | 2,690 | -2.5% | 0.02% | 0.0% |
| Q2 2020 | $1,079,000 | +32.1% | 2,758 | +0.8% | 0.02% | 0.0% |
| Q1 2020 | $817,000 | -16.6% | 2,737 | -2.4% | 0.02% | 0.0% |
| Q4 2019 | $980,000 | +0.2% | 2,805 | -9.9% | 0.02% | 0.0% |
| Q3 2019 | $978,000 | -0.7% | 3,114 | -0.5% | 0.02% | -16.7% |
| Q2 2019 | $985,000 | -3.3% | 3,129 | -7.1% | 0.02% | -10.0% |
| Q1 2019 | $1,019,000 | +24.7% | 3,367 | +7.1% | 0.02% | 0.0% |
| Q4 2018 | $817,000 | -28.3% | 3,144 | -13.0% | 0.02% | -13.0% |
| Q3 2018 | $1,140,000 | +102.8% | 3,612 | +90.6% | 0.02% | +155.6% |
| Q2 2018 | $562,000 | +13.3% | 1,895 | +5.8% | 0.01% | -52.6% |
| Q1 2018 | $496,000 | -22.9% | 1,791 | -21.7% | 0.02% | -29.6% |
| Q4 2017 | $643,000 | -18.3% | 2,287 | -24.9% | 0.03% | +42.1% |
| Q3 2017 | $787,000 | +27.3% | 3,046 | +19.7% | 0.02% | +11.8% |
| Q2 2017 | $618,000 | +6.9% | 2,545 | +1.7% | 0.02% | +6.2% |
| Q1 2017 | $578,000 | +45.2% | 2,502 | +37.3% | 0.02% | +23.1% |
| Q4 2016 | $398,000 | +27.2% | 1,822 | +21.3% | 0.01% | 0.0% |
| Q3 2016 | $313,000 | – | 1,502 | – | 0.01% | – |
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% |