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 | $26,833 | -3.3% | 517,113 | -0.5% | 1.68% | -9.8% |
| Q2 2023 | $27,741 | +13.1% | 519,599 | -0.1% | 1.86% | +0.1% |
| Q1 2023 | $24,524 | +14.7% | 520,245 | +0.0% | 1.86% | +1.5% |
| Q4 2022 | $21,376 | -99.9% | 520,212 | -1.1% | 1.83% | -15.1% |
| Q3 2022 | $22,146,000 | -2.4% | 525,785 | +0.0% | 2.16% | -0.1% |
| Q2 2022 | $22,681,000 | -22.2% | 525,632 | +0.2% | 2.16% | -16.3% |
| Q1 2022 | $29,153,000 | -22.7% | 524,717 | -14.7% | 2.58% | -27.9% |
| Q4 2021 | $37,730,000 | +3.7% | 615,000 | -5.0% | 3.58% | -20.0% |
| Q3 2021 | $36,383,000 | -5.4% | 647,616 | -5.1% | 4.48% | -2.8% |
| Q2 2021 | $38,474,000 | +10.7% | 682,776 | +909.0% | 4.61% | -1.0% |
| Q1 2021 | $34,750,000 | +139.8% | 67,668 | +134.3% | 4.66% | +92.0% |
| Q4 2020 | $14,489,000 | +88.5% | 28,882 | +63.1% | 2.43% | +54.7% |
| Q3 2020 | $7,687,000 | +32.8% | 17,711 | +19.7% | 1.57% | +16.7% |
| Q2 2020 | $5,789,000 | +279.9% | 14,798 | +189.9% | 1.34% | +174.8% |
| Q1 2020 | $1,524,000 | -48.5% | 5,104 | -39.7% | 0.49% | -39.2% |
| Q4 2019 | $2,961,000 | +14.5% | 8,471 | +3.5% | 0.80% | +5.0% |
| Q3 2019 | $2,586,000 | +0.5% | 8,187 | +0.2% | 0.77% | -0.1% |
| Q2 2019 | $2,572,000 | +4.2% | 8,173 | +0.2% | 0.77% | +0.9% |
| Q1 2019 | $2,468,000 | – | 8,153 | – | 0.76% | – |
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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% |