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 | $13,116,421 | -11.3% | 252,287 | -7.8% | 0.08% | -12.4% |
| Q2 2023 | $14,792,991 | +18.1% | 273,539 | +4.7% | 0.09% | +9.9% |
| Q1 2023 | $12,524,643 | +89.4% | 261,202 | +61.8% | 0.08% | +68.8% |
| Q4 2022 | $6,612,799 | +11.7% | 161,406 | +12.9% | 0.05% | +2.1% |
| Q3 2022 | $5,922,000 | +2307.3% | 142,916 | +3123.2% | 0.05% | +2250.0% |
| Q1 2022 | $246,000 | -26.6% | 4,434 | -19.4% | 0.00% | 0.0% |
| Q4 2021 | $335,000 | +31.9% | 5,503 | +21.6% | 0.00% | 0.0% |
| Q3 2021 | $254,000 | +8.5% | 4,524 | +9.0% | 0.00% | 0.0% |
| Q2 2021 | $234,000 | -5.3% | 4,150 | +764.6% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | -99.2% | 480 | -99.3% | 0.00% | -99.5% |
| Q4 2020 | $32,815,000 | +13348.8% | 65,414 | +7916.4% | 0.37% | +6100.0% |
| Q1 2020 | $244,000 | – | 816 | – | 0.01% | – |
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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% |