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 | $50 | -3.8% | 960 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $52 | +13.0% | 960 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $46 | +17.9% | 960 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $39 | -99.9% | 960 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $40,000 | -2.4% | 960 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -22.6% | 960 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $53,000 | -8.6% | 960 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | -4.9% | 960 | -14.4% | 0.01% | -18.2% |
| Q3 2021 | $61,000 | +13.0% | 1,121 | +16.8% | 0.01% | +10.0% |
| Q2 2021 | $54,000 | -55.7% | 960 | +188.3% | 0.01% | -54.5% |
| Q1 2021 | $122,000 | +154.2% | 333 | +246.9% | 0.02% | +100.0% |
| Q4 2020 | $48,000 | +14.3% | 96 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $42,000 | +10.5% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $38,000 | +31.0% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $29,000 | -14.7% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $34,000 | +13.3% | 96 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $30,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | +3.4% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | +16.0% | 96 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $25,000 | -16.7% | 96 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $30,000 | +7.1% | 96 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $28,000 | +3.7% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | +3.8% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $26,000 | +8.3% | 96 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $24,000 | +4.3% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | +4.5% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +10.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,000 | 0.0% | 96 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $20,000 | +11.1% | 96 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $18,000 | 0.0% | 96 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $18,000 | -5.3% | 96 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $19,000 | +11.8% | 96 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $17,000 | -10.5% | 96 | 0.0% | 0.01% | -10.0% |
| Q2 2015 | $19,000 | +5.6% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2015 | $18,000 | 0.0% | 96 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $18,000 | +12.5% | 96 | 0.0% | 0.01% | +11.1% |
| Q3 2014 | $16,000 | -5.9% | 96 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $17,000 | +6.2% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $16,000 | 0.0% | 96 | 0.0% | 0.01% | -18.2% |
| Q4 2013 | $16,000 | – | 96 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |