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 | $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 ↓ |
|---|---|---|---|
| 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% |