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 ↓ |
|---|---|---|---|
| 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% |