FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,190,523 | -2.8% | 22,898 | +1.1% | 0.01% | -7.1% |
Q2 2023 | $1,225,265 | +15.1% | 22,656 | +0.9% | 0.01% | +7.7% |
Q1 2023 | $1,064,513 | +121.5% | 22,462 | +3.2% | 0.01% | 0.0% |
Q4 2022 | $480,519 | -45.6% | 21,764 | +2.0% | 0.01% | -13.3% |
Q3 2022 | $884,000 | +30.4% | 21,329 | +35.8% | 0.02% | +36.4% |
Q2 2022 | $678,000 | -27.4% | 15,708 | -6.5% | 0.01% | -26.7% |
Q1 2022 | $934,000 | -26.5% | 16,806 | -19.5% | 0.02% | -21.1% |
Q4 2021 | $1,271,000 | +452.6% | 20,869 | +408.8% | 0.02% | +216.7% |
Q3 2021 | $230,000 | -5.3% | 4,102 | -5.0% | 0.01% | 0.0% |
Q2 2021 | $243,000 | +15.2% | 4,317 | +950.4% | 0.01% | 0.0% |
Q1 2021 | $211,000 | -3.2% | 411 | -5.3% | 0.01% | -14.3% |
Q4 2020 | $218,000 | – | 434 | – | 0.01% | – |
Download |
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% |