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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,386 | -85.9% | 11,933 | -52.6% | 0.03% | -71.1% |
| Q2 2023 | $4,412,407 | -30.7% | 25,158 | +17.2% | 0.10% | -65.0% |
| Q1 2023 | $6,368,020 | +117717.2% | 21,464 | +17.8% | 0.28% | +92.4% |
| Q4 2022 | $5,405 | -99.9% | 18,214 | -10.6% | 0.14% | -8.9% |
| Q3 2022 | $6,053,000 | -16.8% | 20,384 | -16.9% | 0.16% | -31.0% |
| Q2 2022 | $7,279,000 | -53.9% | 24,516 | -53.9% | 0.23% | +16.2% |
| Q1 2022 | $15,776,000 | +703.3% | 53,162 | +66.7% | 0.20% | +418.4% |
| Q4 2021 | $1,964,000 | +107.2% | 31,884 | +90.9% | 0.04% | +100.0% |
| Q3 2021 | $948,000 | +95.9% | 16,702 | +98.4% | 0.02% | +90.0% |
| Q2 2021 | $484,000 | +6.8% | 8,417 | +898.5% | 0.01% | +11.1% |
| Q1 2021 | $453,000 | -1.9% | 843 | -2.4% | 0.01% | -52.6% |
| Q4 2020 | $462,000 | -60.9% | 864 | -68.2% | 0.02% | -72.9% |
| Q3 2020 | $1,181,000 | -25.3% | 2,719 | -34.1% | 0.07% | -44.0% |
| Q2 2020 | $1,581,000 | +32.2% | 4,128 | +5.4% | 0.12% | +3.3% |
| Q1 2020 | $1,196,000 | -13.3% | 3,917 | -0.4% | 0.12% | +16.3% |
| Q4 2019 | $1,380,000 | -7.3% | 3,934 | -17.8% | 0.10% | +4.0% |
| Q3 2019 | $1,488,000 | +45.9% | 4,785 | +41.9% | 0.10% | -28.1% |
| Q1 2019 | $1,020,000 | +9.6% | 3,371 | -6.4% | 0.14% | +143.9% |
| Q4 2018 | $931,000 | -20.2% | 3,602 | -2.6% | 0.06% | +18.8% |
| Q3 2018 | $1,167,000 | +6.7% | 3,697 | -0.4% | 0.05% | +4.3% |
| Q2 2018 | $1,094,000 | -30.0% | 3,712 | -35.6% | 0.05% | -35.2% |
| Q1 2018 | $1,562,000 | 0.0% | 5,763 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $1,562,000 | -3.8% | 5,763 | -9.4% | 0.07% | +10.9% |
| Q3 2017 | $1,623,000 | -8.9% | 6,362 | -13.7% | 0.06% | -14.7% |
| Q2 2017 | $1,781,000 | +14.6% | 7,373 | +10.7% | 0.08% | +10.3% |
| Q1 2017 | $1,554,000 | +121.7% | 6,662 | +101.1% | 0.07% | +100.0% |
| Q4 2016 | $701,000 | +978.5% | 3,312 | +961.5% | 0.03% | +1033.3% |
| Q3 2016 | $65,000 | -62.6% | 312 | -65.8% | 0.00% | -70.0% |
| Q2 2016 | $174,000 | -82.9% | 913 | -72.9% | 0.01% | -92.8% |
| Q1 2016 | $1,020,000 | +496.5% | 3,371 | +288.8% | 0.14% | +1163.6% |
| Q4 2015 | $171,000 | – | 867 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |