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 | $3,003 | +5.8% | 57,760 | +10.0% | 1.27% | +6.8% |
| Q2 2023 | $2,839 | +19.6% | 52,505 | +6.0% | 1.19% | +15.9% |
| Q1 2023 | $2,374 | +32.8% | 49,515 | +13.4% | 1.02% | +21.4% |
| Q4 2022 | $1,788 | -99.9% | 43,649 | -8.2% | 0.84% | -9.1% |
| Q3 2022 | $1,970,000 | +23.6% | 47,539 | +28.7% | 0.93% | +22.1% |
| Q2 2022 | $1,594,000 | -39.5% | 36,947 | -22.1% | 0.76% | -15.0% |
| Q1 2022 | $2,635,000 | +3.5% | 47,420 | +13.4% | 0.89% | +2.6% |
| Q4 2021 | $2,547,000 | -14.8% | 41,822 | -20.8% | 0.87% | -19.3% |
| Q3 2021 | $2,991,000 | +28.4% | 52,809 | +27.8% | 1.08% | +39.1% |
| Q2 2021 | $2,329,000 | +85.9% | 41,327 | +1624.8% | 0.78% | +58.2% |
| Q1 2021 | $1,253,000 | +157.8% | 2,396 | +147.5% | 0.49% | +122.7% |
| Q4 2020 | $486,000 | +96.0% | 968 | +69.8% | 0.22% | +223.5% |
| Q3 2020 | $248,000 | +230.7% | 570 | +201.6% | 0.07% | +54.5% |
| Q2 2020 | $75,000 | +141.9% | 189 | +73.4% | 0.04% | +91.3% |
| Q1 2020 | $31,000 | +3000.0% | 109 | +5350.0% | 0.02% | +2200.0% |
| Q4 2019 | $1,000 | – | 2 | – | 0.00% | – |
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% |