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 | $1,592,547 | -3.6% | 30,632 | +0.3% | 0.01% | 0.0% |
| Q2 2023 | $1,651,405 | +6.2% | 30,536 | -5.8% | 0.01% | -20.0% |
| Q1 2023 | $1,554,375 | +123.5% | 32,417 | +91.0% | 0.02% | +87.5% |
| Q4 2022 | $695,451 | -10.4% | 16,974 | -9.4% | 0.01% | -20.0% |
| Q3 2022 | $776,000 | +16.3% | 18,744 | +21.1% | 0.01% | +11.1% |
| Q2 2022 | $667,000 | -19.0% | 15,474 | +4.4% | 0.01% | 0.0% |
| Q1 2022 | $823,000 | -3.4% | 14,819 | +5.9% | 0.01% | 0.0% |
| Q4 2021 | $852,000 | +44.7% | 13,991 | +33.4% | 0.01% | +12.5% |
| Q3 2021 | $589,000 | -1.5% | 10,486 | -1.2% | 0.01% | 0.0% |
| Q2 2021 | $598,000 | +1.4% | 10,616 | +824.7% | 0.01% | -20.0% |
| Q1 2021 | $590,000 | +2.4% | 1,148 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $576,000 | -16.5% | 1,148 | -27.7% | 0.01% | -33.3% |
| Q3 2020 | $690,000 | +63.9% | 1,588 | +47.7% | 0.02% | +38.5% |
| Q2 2020 | $421,000 | +31.2% | 1,075 | 0.0% | 0.01% | -7.1% |
| Q1 2020 | $321,000 | -30.4% | 1,075 | -18.4% | 0.01% | -22.2% |
| Q4 2019 | $461,000 | +16.7% | 1,318 | +4.9% | 0.02% | -10.0% |
| Q3 2019 | $395,000 | -12.8% | 1,257 | -12.8% | 0.02% | -23.1% |
| Q2 2019 | $453,000 | +10.0% | 1,441 | +5.9% | 0.03% | -3.7% |
| Q1 2019 | $412,000 | +39.2% | 1,361 | +19.2% | 0.03% | -6.9% |
| Q4 2018 | $296,000 | -12.7% | 1,142 | +6.2% | 0.03% | -12.1% |
| Q3 2018 | $339,000 | +4.0% | 1,075 | -2.9% | 0.03% | -10.8% |
| Q2 2018 | $326,000 | +6.5% | 1,107 | 0.0% | 0.04% | -11.9% |
| Q1 2018 | $306,000 | +4.4% | 1,107 | +2.3% | 0.04% | 0.0% |
| Q4 2017 | $293,000 | +6.5% | 1,082 | +3.8% | 0.04% | -4.5% |
| Q3 2017 | $275,000 | -4.8% | 1,042 | -13.3% | 0.04% | -45.0% |
| Q1 2017 | $289,000 | -21.3% | 1,202 | -30.6% | 0.08% | -12.1% |
| Q4 2016 | $367,000 | – | 1,732 | – | 0.09% | – |
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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% |