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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silicon Valley Capital Partners | 19,792 | $5,145,000 | 2.58% |
| Pinnacle Family Advisors, LLC | 8,843 | $2,299,000 | 1.55% |
| Townsend & Associates, Inc | 4,941 | $1,284,000 | 1.47% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,636 | $9,784,000 | 1.33% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,392 | $4,001,000 | 1.26% |
| Questar Asset Management, Inc. | 4,093 | $1,064,000 | 1.25% |
| CRA Financial Services, LLC | 4,480 | $1,165,000 | 0.84% |
| Kovack Advisors, Inc. | 10,914 | $2,837,000 | 0.83% |
| Sowell Financial Services LLC | 21,187 | $5,508,000 | 0.78% |
| FinTrust Capital Advisors, LLC | 5,075 | $1,319,000 | 0.65% |