FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 85 filers reported holding FIDELITY COMWLTH TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $24,000 | +4.3% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +15.0% | 46 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $20,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -6.2% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | -33.3% | 46 | -38.7% | 0.00% | -33.3% |
| Q2 2019 | $24,000 | +4.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +21.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | -8.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | +9.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | – | 75 | – | 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% |