FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 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 ↓ |
|---|---|---|---|
| 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% |