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 | $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% | – |
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% |