FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,877 | +37.2% | 7,557 | +42.7% | 0.00% | +50.0% |
| Q2 2023 | $286,369 | -1.1% | 5,295 | -12.4% | 0.00% | -33.3% |
| Q1 2023 | $289,699 | +37.1% | 6,042 | +17.2% | 0.00% | +50.0% |
| Q4 2022 | $211,288 | -13.8% | 5,157 | -12.7% | 0.00% | -60.0% |
| Q3 2022 | $245,000 | +5.2% | 5,905 | +9.4% | 0.01% | +25.0% |
| Q2 2022 | $233,000 | -28.3% | 5,397 | -7.8% | 0.00% | -20.0% |
| Q1 2022 | $325,000 | -6.3% | 5,854 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $347,000 | -0.9% | 5,701 | -8.5% | 0.01% | -16.7% |
| Q3 2021 | $350,000 | +14.4% | 6,228 | +14.8% | 0.01% | +20.0% |
| Q2 2021 | $306,000 | +39.7% | 5,426 | +1173.7% | 0.01% | +25.0% |
| Q1 2021 | $219,000 | – | 426 | – | 0.00% | – |
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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% |