FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 267 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,547,384 | +23.7% | 22,128 | +13.9% | 0.04% | +24.2% |
| Q1 2024 | $1,250,962 | +253.5% | 19,425 | +225.2% | 0.03% | +200.0% |
| Q4 2023 | $353,841 | +14.1% | 5,973 | +0.1% | 0.01% | -8.3% |
| Q3 2023 | $310,194 | -3.8% | 5,966 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $322,315 | +29.2% | 5,960 | +14.5% | 0.01% | +20.0% |
| Q1 2023 | $249,537 | +15.0% | 5,204 | -1.8% | 0.01% | 0.0% |
| Q4 2022 | $217,003 | -4.0% | 5,297 | -2.8% | 0.01% | -16.7% |
| Q3 2022 | $226,000 | -3.8% | 5,451 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $235,000 | -22.2% | 5,443 | +0.2% | 0.01% | -14.3% |
| Q1 2022 | $302,000 | -5.0% | 5,434 | +4.1% | 0.01% | 0.0% |
| Q4 2021 | $318,000 | +12.4% | 5,220 | +3.6% | 0.01% | 0.0% |
| Q3 2021 | $283,000 | -0.4% | 5,037 | +0.1% | 0.01% | -6.7% |
| Q2 2021 | $284,000 | – | 5,031 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |