FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,308 | +69.0% | 1,160 | +75.8% | 0.00% | 0.0% |
| Q2 2023 | $35,693 | +12.8% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $31,647 | +17.0% | 660 | 0.0% | 0.00% | – |
| Q4 2022 | $27,040 | +0.1% | 660 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $27,000 | -3.6% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $28,000 | -24.3% | 660 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | 0.0% | 660 | +8.2% | 0.00% | 0.0% |
| Q4 2021 | $37,000 | +8.8% | 610 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | 0.0% | 610 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | -100.0% | 610 | +26.0% | 0.00% | -50.0% |
| Q1 2021 | $248,558,000 | +801700.0% | 484 | +693.4% | 0.00% | +100.0% |
| Q4 2020 | $31,000 | +19.2% | 61 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $26,000 | +44.4% | 61 | +32.6% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +38.5% | 46 | 0.0% | 0.00% | – |
| Q1 2020 | $13,000 | -18.8% | 46 | 0.0% | 0.00% | – |
| Q4 2019 | $16,000 | +14.3% | 46 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | 0.0% | 46 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $14,000 | – | 46 | – | 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% |