FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $40,283 | +71.2% | 774 | +77.9% | 0.00% | 0.0% |
Q2 2023 | $23,525 | +12.8% | 435 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $20,858 | +17.0% | 435 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $17,822 | -15.1% | 435 | -15.7% | 0.00% | 0.0% |
Q3 2022 | $21,000 | +61.5% | 516 | +72.0% | 0.00% | 0.0% |
Q2 2022 | $13,000 | -23.5% | 300 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $17,000 | -62.2% | 300 | -59.7% | 0.00% | -50.0% |
Q4 2021 | $45,000 | +164.7% | 745 | +147.5% | 0.00% | +100.0% |
Q3 2021 | $17,000 | 0.0% | 301 | +0.3% | 0.00% | 0.0% |
Q2 2021 | $17,000 | +13.3% | 300 | +900.0% | 0.00% | 0.0% |
Q1 2021 | $15,000 | – | 30 | – | 0.00% | – |
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% |