FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,957,874 | -15.3% | 56,893 | -11.9% | 0.41% | -18.5% |
| Q2 2023 | $3,491,573 | +41.6% | 64,563 | +23.5% | 0.50% | +26.8% |
| Q1 2023 | $2,465,222 | +101.8% | 52,296 | +75.3% | 0.40% | +65.7% |
| Q4 2022 | $1,221,885 | -15.0% | 29,824 | -14.0% | 0.24% | -21.4% |
| Q3 2022 | $1,437,000 | +12.8% | 34,672 | +17.4% | 0.30% | +13.0% |
| Q2 2022 | $1,274,000 | -21.8% | 29,535 | +2.2% | 0.27% | -9.7% |
| Q1 2022 | $1,629,000 | +12.7% | 28,895 | +10.6% | 0.30% | +26.8% |
| Q4 2021 | $1,446,000 | -24.6% | 26,116 | -23.8% | 0.24% | -31.9% |
| Q3 2021 | $1,919,000 | 0.0% | 34,266 | 0.0% | 0.34% | 0.0% |
| Q2 2021 | $1,919,000 | +47.7% | 34,266 | +1254.9% | 0.34% | +34.8% |
| Q1 2021 | $1,299,000 | +46.0% | 2,529 | +42.6% | 0.26% | +39.1% |
| Q4 2020 | $890,000 | +278.7% | 1,774 | +163.6% | 0.18% | +636.0% |
| Q4 2019 | $235,000 | +10.8% | 673 | -1.0% | 0.02% | +4.2% |
| Q3 2019 | $212,000 | – | 680 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |