FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $175,525 | +8.6% | 2,510 | 0.0% | 0.03% | +3.2% |
| Q1 2024 | $161,644 | +8.7% | 2,510 | 0.0% | 0.03% | +3.3% |
| Q4 2023 | $148,693 | +13.9% | 2,510 | 0.0% | 0.03% | +3.4% |
| Q3 2023 | $130,495 | +26.9% | 2,510 | 0.0% | 0.03% | +16.0% |
| Q2 2023 | $102,835 | 0.0% | 2,510 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $102,835 | 0.0% | 2,510 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $102,835 | -3.0% | 2,510 | 0.0% | 0.02% | -7.4% |
| Q3 2022 | $106,000 | -8.6% | 2,510 | 0.0% | 0.03% | -6.9% |
| Q2 2022 | $116,000 | -16.5% | 2,510 | 0.0% | 0.03% | -9.4% |
| Q1 2022 | $139,000 | -9.2% | 2,510 | 0.0% | 0.03% | -13.5% |
| Q4 2021 | $153,000 | +8.5% | 2,510 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $141,000 | 0.0% | 2,510 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $141,000 | -4.1% | 2,510 | +777.6% | 0.04% | -11.9% |
| Q1 2021 | $147,000 | +2.8% | 286 | 0.0% | 0.04% | -6.7% |
| Q4 2020 | $143,000 | +15.3% | 286 | 0.0% | 0.04% | +87.5% |
| Q3 2020 | $124,000 | +10.7% | 286 | 0.0% | 0.02% | -42.9% |
| Q2 2020 | $112,000 | -24.3% | 286 | -42.3% | 0.04% | -41.7% |
| Q1 2020 | $148,000 | -41.0% | 496 | -30.8% | 0.07% | -29.4% |
| Q4 2019 | $251,000 | -62.6% | 717 | -66.5% | 0.10% | -55.7% |
| Q3 2019 | $672,000 | -45.2% | 2,141 | -45.0% | 0.23% | -53.1% |
| Q2 2019 | $1,226,000 | -3.2% | 3,895 | -6.9% | 0.49% | -7.5% |
| Q1 2019 | $1,266,000 | -4.0% | 4,183 | -17.6% | 0.53% | -18.3% |
| Q4 2018 | $1,319,000 | – | 5,075 | – | 0.65% | – |
Download | ||||||
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% |