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 2021 | $7,345,000 | +0.7% | 130,734 | +1.0% | 0.82% | +1.4% |
| Q2 2021 | $7,295,000 | +11.1% | 129,456 | +912.7% | 0.81% | +3.0% |
| Q1 2021 | $6,565,000 | +39.1% | 12,783 | +35.8% | 0.79% | +35.4% |
| Q4 2020 | $4,721,000 | +21.4% | 9,410 | +5.0% | 0.58% | +12.6% |
| Q3 2020 | $3,888,000 | +16.3% | 8,959 | +4.8% | 0.52% | +8.2% |
| Q2 2020 | $3,343,000 | -84.3% | 8,545 | -87.3% | 0.48% | -85.7% |
| Q3 2018 | $21,269,000 | +6.1% | 67,393 | -0.9% | 3.33% | +1.6% |
| Q2 2018 | $20,037,000 | +5.8% | 68,001 | -0.6% | 3.28% | +4.4% |
| Q1 2018 | $18,945,000 | – | 68,427 | – | 3.14% | – |
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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% |