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 | $1,016,249 | -30.8% | 19,547 | -28.0% | 0.07% | -27.4% |
| Q2 2023 | $1,467,831 | -13.8% | 27,141 | -23.6% | 0.10% | -18.8% |
| Q1 2023 | $1,703,410 | +4.8% | 35,524 | -10.5% | 0.12% | -4.9% |
| Q4 2022 | $1,625,748 | +1576.0% | 39,681 | +1582.1% | 0.12% | +1437.5% |
| Q3 2022 | $97,000 | +14.1% | 2,359 | +19.1% | 0.01% | -11.1% |
| Q2 2022 | $85,000 | +226.9% | 1,980 | +312.5% | 0.01% | +350.0% |
| Q1 2022 | $26,000 | -10.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | -62.8% | 480 | -65.7% | 0.00% | -66.7% |
| Q3 2021 | $78,000 | 0.0% | 1,400 | 0.0% | 0.01% | -25.0% |
| Q2 2021 | $78,000 | -35.0% | 1,400 | +495.7% | 0.01% | -38.5% |
| Q1 2021 | $120,000 | -1.6% | 235 | -3.3% | 0.01% | -13.3% |
| Q4 2020 | $122,000 | -69.7% | 243 | -73.8% | 0.02% | -73.7% |
| Q3 2020 | $402,000 | -44.9% | 927 | -50.3% | 0.06% | -50.0% |
| Q2 2020 | $729,000 | -15.1% | 1,864 | -35.2% | 0.11% | -32.5% |
| Q1 2020 | $859,000 | -60.0% | 2,878 | -53.1% | 0.17% | -50.9% |
| Q4 2019 | $2,145,000 | -18.7% | 6,138 | -27.0% | 0.34% | -25.5% |
| Q3 2019 | $2,638,000 | -30.3% | 8,403 | -30.2% | 0.46% | -32.0% |
| Q2 2019 | $3,786,000 | – | 12,031 | – | 0.68% | – |
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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% |