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 | $1,876,007 | -3.9% | 36,084 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $1,951,423 | +8.3% | 36,084 | -4.0% | 0.01% | +25.0% |
| Q1 2023 | $1,801,673 | +121799.4% | 37,574 | +4.1% | 0.00% | 0.0% |
| Q4 2022 | $1,478 | -99.9% | 36,084 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,509,000 | +49.4% | 36,411 | +55.5% | 0.00% | +33.3% |
| Q2 2022 | $1,010,000 | -22.4% | 23,416 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,301,000 | +114.7% | 23,416 | +135.4% | 0.00% | +200.0% |
| Q4 2021 | $606,000 | -7.9% | 9,947 | -15.1% | 0.00% | -50.0% |
| Q3 2021 | $658,000 | +2.5% | 11,717 | +2.9% | 0.00% | 0.0% |
| Q2 2021 | $642,000 | +116.9% | 11,390 | +1877.4% | 0.00% | +100.0% |
| Q1 2021 | $296,000 | +2.4% | 576 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $289,000 | -92.7% | 576 | -96.2% | 0.00% | -96.3% |
| Q4 2018 | $3,976,000 | – | 15,294 | – | 0.03% | – |
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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% |