FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2024 | $2,188,183 | +59.1% | 33,978 | +28.4% | 0.00% | – |
Q3 2023 | $1,375,343 | +553.8% | 26,454 | +503.0% | 0.00% | – |
Q1 2023 | $210,357 | -86.6% | 4,387 | -88.5% | 0.00% | -100.0% |
Q4 2022 | $1,569,561 | +163.8% | 38,310 | +177.7% | 0.00% | – |
Q2 2022 | $595,000 | -53.9% | 13,797 | -34.9% | 0.00% | – |
Q4 2021 | $1,291,000 | +98.0% | 21,192 | +83.1% | 0.00% | – |
Q2 2021 | $652,000 | -70.2% | 11,573 | +171.3% | 0.00% | -100.0% |
Q1 2021 | $2,191,000 | -67.2% | 4,266 | -75.0% | 0.00% | -80.0% |
Q2 2020 | $6,684,000 | +8.9% | 17,086 | -16.9% | 0.01% | -16.7% |
Q1 2020 | $6,139,000 | +9.3% | 20,561 | +27.9% | 0.01% | -25.0% |
Q4 2019 | $5,619,000 | -17.5% | 16,075 | -25.9% | 0.01% | -27.3% |
Q3 2019 | $6,815,000 | +15.7% | 21,702 | +16.0% | 0.01% | +10.0% |
Q2 2019 | $5,888,000 | -2.5% | 18,713 | -6.2% | 0.01% | 0.0% |
Q1 2019 | $6,041,000 | +551.0% | 19,958 | +459.2% | 0.01% | +400.0% |
Q4 2018 | $928,000 | -77.2% | 3,569 | -74.1% | 0.00% | -80.0% |
Q2 2018 | $4,068,000 | -34.1% | 13,806 | -38.1% | 0.01% | -37.5% |
Q1 2018 | $6,174,000 | -4.4% | 22,300 | -6.3% | 0.02% | -15.8% |
Q4 2017 | $6,456,000 | -16.5% | 23,812 | -21.4% | 0.02% | -24.0% |
Q3 2017 | $7,728,000 | +45.0% | 30,284 | +37.3% | 0.02% | +31.6% |
Q2 2017 | $5,329,000 | -68.2% | 22,063 | -69.3% | 0.02% | -74.7% |
Q1 2017 | $16,753,000 | +2465.5% | 71,829 | +2196.3% | 0.08% | +2400.0% |
Q3 2016 | $653,000 | -42.7% | 3,128 | -47.8% | 0.00% | -50.0% |
Q2 2016 | $1,140,000 | +369.1% | 5,995 | +370.9% | 0.01% | +500.0% |
Q1 2016 | $243,000 | -83.7% | 1,273 | -84.6% | 0.00% | -88.9% |
Q3 2015 | $1,492,000 | +69.9% | 8,240 | +80.8% | 0.01% | +28.6% |
Q1 2015 | $878,000 | +324.2% | 4,558 | +281.7% | 0.01% | +133.3% |
Q2 2014 | $207,000 | -35.9% | 1,194 | -39.2% | 0.00% | -25.0% |
Q1 2014 | $323,000 | – | 1,965 | – | 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% |