FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,476 | -9.5% | 9,396 | -5.9% | 0.06% | -6.7% |
| Q2 2023 | $539,770 | +12.9% | 9,981 | +0.1% | 0.06% | +7.1% |
| Q1 2023 | $478,201 | +13.4% | 9,973 | -3.1% | 0.06% | +7.7% |
| Q4 2022 | $421,839 | -1.0% | 10,296 | +0.2% | 0.05% | -10.3% |
| Q3 2022 | $426,000 | -3.8% | 10,279 | +0.1% | 0.06% | -6.5% |
| Q2 2022 | $443,000 | -22.3% | 10,268 | +0.1% | 0.06% | -7.5% |
| Q1 2022 | $570,000 | -26.4% | 10,258 | -19.2% | 0.07% | -23.0% |
| Q4 2021 | $774,000 | +3.8% | 12,701 | -4.4% | 0.09% | -5.4% |
| Q3 2021 | $746,000 | -0.3% | 13,282 | +0.1% | 0.09% | +1.1% |
| Q2 2021 | $748,000 | +8.1% | 13,273 | +885.4% | 0.09% | 0.0% |
| Q1 2021 | $692,000 | +6.0% | 1,347 | +3.5% | 0.09% | 0.0% |
| Q4 2020 | $653,000 | +52.2% | 1,301 | +31.5% | 0.09% | +35.8% |
| Q3 2020 | $429,000 | -8.5% | 989 | -17.4% | 0.07% | -16.2% |
| Q2 2020 | $469,000 | +31.0% | 1,198 | 0.0% | 0.08% | +6.7% |
| Q1 2020 | $358,000 | -35.0% | 1,198 | -24.0% | 0.08% | -17.6% |
| Q4 2019 | $551,000 | +6.8% | 1,577 | -4.0% | 0.09% | 0.0% |
| Q3 2019 | $516,000 | -4.4% | 1,643 | -4.2% | 0.09% | -7.1% |
| Q2 2019 | $540,000 | +77.0% | 1,715 | +70.1% | 0.10% | +69.0% |
| Q1 2019 | $305,000 | +20.6% | 1,008 | +25.5% | 0.06% | +23.4% |
| Q3 2018 | $253,000 | +14.5% | 803 | +6.9% | 0.05% | +6.8% |
| Q2 2018 | $221,000 | +6.2% | 751 | +0.1% | 0.04% | +4.8% |
| Q1 2018 | $208,000 | – | 750 | – | 0.04% | – |
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% |