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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,563,000 | -77.9% | 36,230 | -71.6% | 0.00% | -99.6% |
| Q1 2022 | $7,088,000 | -11.4% | 127,575 | -2.9% | 0.55% | -1.4% |
| Q4 2021 | $8,002,000 | +7.3% | 131,401 | -1.0% | 0.55% | -3.3% |
| Q3 2021 | $7,457,000 | -2.3% | 132,731 | -2.0% | 0.57% | -32.2% |
| Q2 2021 | $7,635,000 | +10.3% | 135,496 | +905.1% | 0.84% | +4.4% |
| Q1 2021 | $6,923,000 | -1.3% | 13,481 | -3.6% | 0.81% | -10.6% |
| Q4 2020 | $7,015,000 | +13.4% | 13,984 | -1.9% | 0.90% | +24.0% |
| Q3 2020 | $6,184,000 | +9.2% | 14,249 | -1.6% | 0.73% | +17.6% |
| Q2 2020 | $5,662,000 | +30.7% | 14,474 | -0.3% | 0.62% | +36.5% |
| Q1 2020 | $4,333,000 | – | 14,511 | – | 0.46% | – |
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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% |