FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 135 filers reported holding FIDELITY COMWLTH TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,029,909 | +18.0% | 308,182 | +22.7% | 0.02% | 0.0% |
| Q2 2023 | $13,581,923 | -25.4% | 251,254 | -33.9% | 0.02% | -29.4% |
| Q1 2023 | $18,218,048 | +41.2% | 380,175 | +20.7% | 0.03% | +30.8% |
| Q4 2022 | $12,906,273 | +15.4% | 314,946 | +16.7% | 0.03% | 0.0% |
| Q3 2022 | $11,184,000 | +10.2% | 269,766 | +14.9% | 0.03% | +18.2% |
| Q2 2022 | $10,148,000 | -75.5% | 234,879 | -54.5% | 0.02% | -72.8% |
| Q1 2022 | $41,495,000 | +77.8% | 516,707 | +34.9% | 0.08% | +84.1% |
| Q4 2021 | $23,343,000 | +16.2% | 382,914 | +7.2% | 0.04% | +4.8% |
| Q3 2021 | $20,088,000 | +33.2% | 357,340 | +33.5% | 0.04% | +27.3% |
| Q2 2021 | $15,086,000 | +59.8% | 267,702 | +1347.9% | 0.03% | +43.5% |
| Q1 2021 | $9,439,000 | -57.1% | 18,489 | -57.8% | 0.02% | -61.0% |
| Q4 2020 | $21,994,000 | +24.0% | 43,824 | +7.2% | 0.06% | +11.3% |
| Q3 2020 | $17,732,000 | -42.9% | 40,878 | -48.4% | 0.05% | -49.0% |
| Q2 2020 | $31,028,000 | +122.2% | 79,294 | +34.1% | 0.10% | +82.5% |
| Q1 2020 | $13,965,000 | – | 59,134 | – | 0.06% | – |
Download | ||||||
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% |