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 | $214,199 | -35.3% | 4,120 | -32.7% | 0.17% | +212.7% |
| Q2 2023 | $331,151 | +12.8% | 6,123 | +0.0% | 0.06% | 0.0% |
| Q1 2023 | $293,451 | +17.1% | 6,120 | +0.1% | 0.06% | +5.8% |
| Q4 2022 | $250,558 | -21.2% | 6,116 | +6.9% | 0.05% | +2.0% |
| Q1 2022 | $318,000 | -30.4% | 5,720 | -23.7% | 0.05% | -23.9% |
| Q4 2021 | $457,000 | +78.5% | 7,498 | +64.1% | 0.07% | +67.5% |
| Q3 2021 | $256,000 | +10.3% | 4,570 | +10.9% | 0.04% | +8.1% |
| Q2 2021 | $232,000 | +9.4% | 4,120 | +900.0% | 0.04% | -5.1% |
| Q1 2021 | $212,000 | +2.4% | 412 | 0.0% | 0.04% | -9.3% |
| Q4 2020 | $207,000 | – | 412 | – | 0.04% | – |
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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% |