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 | $744,299 | -3.9% | 14,316 | 0.0% | 0.49% | +11.1% |
| Q2 2023 | $774,198 | +16.7% | 14,316 | +3.4% | 0.44% | +8.4% |
| Q1 2023 | $663,652 | +19.2% | 13,840 | +1.9% | 0.41% | +2.5% |
| Q4 2022 | $556,661 | -3.0% | 13,587 | -1.9% | 0.40% | -17.2% |
| Q3 2022 | $574,000 | +1.1% | 13,855 | +5.2% | 0.48% | +6.9% |
| Q2 2022 | $568,000 | -30.9% | 13,164 | -11.0% | 0.45% | -17.1% |
| Q1 2022 | $822,000 | -2.1% | 14,795 | +7.2% | 0.54% | +1.1% |
| Q4 2021 | $840,000 | +11.6% | 13,797 | +2.9% | 0.53% | +4.5% |
| Q3 2021 | $753,000 | +2.4% | 13,412 | +2.9% | 0.51% | +8.1% |
| Q2 2021 | $735,000 | +9.2% | 13,038 | +895.3% | 0.47% | +14.6% |
| Q1 2021 | $673,000 | +96.8% | 1,310 | +66.5% | 0.41% | +52.6% |
| Q4 2020 | $342,000 | 0.0% | 787 | 0.0% | 0.27% | +0.7% |
| Q3 2020 | $342,000 | – | 787 | – | 0.27% | – |
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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% |