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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,331,000 | -78.3% | 25,599 | -77.4% | 0.08% | -75.4% |
| Q2 2023 | $6,133,000 | +857662.2% | 113,405 | +660.7% | 0.34% | +521.8% |
| Q1 2023 | $715 | +15.7% | 14,907 | -1.1% | 0.06% | +37.5% |
| Q4 2022 | $618 | -99.9% | 15,075 | -6.4% | 0.04% | -40.3% |
| Q3 2022 | $667,000 | -19.6% | 16,105 | -16.3% | 0.07% | -13.0% |
| Q2 2022 | $830,000 | +16.2% | 19,234 | +49.8% | 0.08% | -38.4% |
| Q1 2022 | $714,000 | -71.2% | 12,844 | -68.5% | 0.12% | -12.0% |
| Q4 2021 | $2,481,000 | +5.8% | 40,740 | -2.4% | 0.14% | -10.1% |
| Q3 2021 | $2,346,000 | -67.2% | 41,760 | -67.1% | 0.16% | -66.7% |
| Q2 2021 | $7,163,000 | -10.3% | 127,109 | -15.8% | 0.48% | +70.9% |
| Q1 2021 | $7,985,000 | +5.1% | 151,031 | +897.2% | 0.28% | -14.5% |
| Q4 2020 | $7,597,000 | -3.1% | 15,145 | -16.2% | 0.32% | -17.1% |
| Q3 2020 | $7,841,000 | +201.0% | 18,067 | +171.3% | 0.39% | +174.1% |
| Q2 2020 | $2,605,000 | +28.8% | 6,659 | -1.7% | 0.14% | -4.7% |
| Q1 2020 | $2,022,000 | -62.0% | 6,773 | -55.5% | 0.15% | -63.1% |
| Q4 2019 | $5,322,000 | +151.8% | 15,226 | +126.2% | 0.41% | +132.0% |
| Q3 2019 | $2,114,000 | -14.6% | 6,732 | -17.7% | 0.18% | -36.6% |
| Q1 2019 | $2,474,000 | -55.1% | 8,175 | -61.4% | 0.28% | -64.6% |
| Q4 2018 | $5,508,000 | -17.8% | 21,187 | -0.2% | 0.78% | -19.8% |
| Q3 2018 | $6,697,000 | – | 21,219 | – | 0.97% | – |
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% |