Analyst IMS Investment Management Services Ltd. - FIDELITY COMWLTH TR ownership

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
Analyst IMS Investment Management Services Ltd. ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
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$2,468,0008,1530.76%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 2023
NameSharesValueWeighting ↓
Silicon Valley Capital Partners 19,792$5,145,0002.58%
Pinnacle Family Advisors, LLC 8,843$2,299,0001.55%
Townsend & Associates, Inc 4,941$1,284,0001.47%
SMITH CHAS P & ASSOCIATES PA CPAS 37,636$9,784,0001.33%
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 15,392$4,001,0001.26%
Questar Asset Management, Inc. 4,093$1,064,0001.25%
CRA Financial Services, LLC 4,480$1,165,0000.84%
Kovack Advisors, Inc. 10,914$2,837,0000.83%
Sowell Financial Services LLC 21,187$5,508,0000.78%
FinTrust Capital Advisors, LLC 5,075$1,319,0000.65%
View complete list of FIDELITY COMWLTH TR shareholders