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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | -98.7% | 50 | -88.9% | 0.00% | -100.0% |
| Q4 2020 | $226,000 | +107.3% | 450 | +80.0% | 0.02% | +100.0% |
| Q3 2020 | $109,000 | +11.2% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $98,000 | +1860.0% | 250 | +1215.8% | 0.01% | +900.0% |
| Q3 2019 | $5,000 | -64.3% | 19 | -56.8% | 0.00% | -50.0% |
| Q2 2019 | $14,000 | +7.7% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 44 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $11,000 | -99.9% | 44 | -50.0% | 0.00% | -50.0% |
| Q3 2018 | $13,900,000 | +106823.1% | 88 | +100.0% | 0.00% | 0.0% |
| Q2 2018 | $13,000 | +8.3% | 44 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $12,000 | – | 44 | – | 0.00% | – |
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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% |