FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,314,066 | +12.2% | 44,510 | +16.7% | 0.06% | +12.7% |
| Q2 2023 | $2,063,292 | +32.0% | 38,153 | +17.0% | 0.06% | +27.9% |
| Q1 2023 | $1,563,207 | +41.3% | 32,601 | +20.7% | 0.04% | +26.5% |
| Q4 2022 | $1,106,570 | +8.0% | 27,009 | +9.2% | 0.03% | -5.6% |
| Q3 2022 | $1,025,000 | +20.2% | 24,724 | +25.1% | 0.04% | +24.1% |
| Q2 2022 | $853,000 | -68.8% | 19,767 | -59.9% | 0.03% | -64.2% |
| Q1 2022 | $2,738,000 | -50.5% | 49,275 | -45.7% | 0.08% | -49.1% |
| Q4 2021 | $5,531,000 | +17.7% | 90,813 | +8.6% | 0.16% | +6.7% |
| Q3 2021 | $4,700,000 | +75.4% | 83,655 | +76.0% | 0.15% | +75.3% |
| Q2 2021 | $2,679,000 | +11.2% | 47,539 | +913.2% | 0.08% | -4.5% |
| Q1 2021 | $2,409,000 | +3.6% | 4,692 | +1.2% | 0.09% | -4.3% |
| Q4 2020 | $2,326,000 | +19.7% | 4,637 | +3.5% | 0.09% | +2.2% |
| Q3 2020 | $1,944,000 | -32.9% | 4,479 | -39.5% | 0.09% | -42.8% |
| Q2 2020 | $2,897,000 | +34.9% | 7,406 | +2.9% | 0.16% | +12.8% |
| Q1 2020 | $2,148,000 | -52.2% | 7,194 | -44.0% | 0.14% | -40.3% |
| Q4 2019 | $4,490,000 | +146.3% | 12,845 | +121.7% | 0.24% | +110.7% |
| Q3 2019 | $1,823,000 | 0.0% | 5,794 | 0.0% | 0.11% | 0.0% |
| Q2 2019 | $1,823,000 | -55.3% | 5,794 | -57.0% | 0.11% | -60.8% |
| Q1 2019 | $4,078,000 | +161.1% | 13,472 | +124.2% | 0.29% | +110.3% |
| Q4 2018 | $1,562,000 | -51.4% | 6,008 | -41.0% | 0.14% | -42.1% |
| Q3 2018 | $3,216,000 | +15.7% | 10,190 | +12.9% | 0.24% | +10.8% |
| Q2 2018 | $2,780,000 | -25.8% | 9,022 | -33.4% | 0.21% | -29.1% |
| Q1 2018 | $3,749,000 | +6.5% | 13,541 | +4.3% | 0.30% | -2.6% |
| Q4 2017 | $3,521,000 | +14.9% | 12,987 | +8.1% | 0.31% | -12.5% |
| Q3 2017 | $3,065,000 | -4.3% | 12,013 | -9.4% | 0.35% | -16.0% |
| Q2 2017 | $3,204,000 | +19.6% | 13,266 | +15.5% | 0.42% | +7.5% |
| Q1 2017 | $2,679,000 | +14000.0% | 11,485 | +11385.0% | 0.39% | +7680.0% |
| Q1 2015 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | -16.7% |
| Q4 2014 | $18,000 | – | 100 | – | 0.01% | – |
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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% |