FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 227 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Silicon Valley Capital Partners | 19,792 | $5,145,000 | 2.58% |
| Pinnacle Family Advisors, LLC | 8,843 | $2,299,000 | 1.55% |
| Townsend & Associates, Inc | 4,941 | $1,284,000 | 1.47% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,636 | $9,784,000 | 1.33% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,392 | $4,001,000 | 1.26% |
| Questar Asset Management, Inc. | 4,093 | $1,064,000 | 1.25% |
| CRA Financial Services, LLC | 4,480 | $1,165,000 | 0.84% |
| Kovack Advisors, Inc. | 10,914 | $2,837,000 | 0.83% |
| Sowell Financial Services LLC | 21,187 | $5,508,000 | 0.78% |
| FinTrust Capital Advisors, LLC | 5,075 | $1,319,000 | 0.65% |