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 | $827,435 | -4.7% | 15,518 | -2.6% | 0.17% | -2.8% |
| Q2 2023 | $868,297 | -1.8% | 15,926 | -13.6% | 0.18% | -10.7% |
| Q1 2023 | $883,901 | +3.0% | 18,434 | +0.2% | 0.20% | +4.2% |
| Q4 2022 | $858,382 | +13.8% | 18,400 | +1.1% | 0.19% | -5.0% |
| Q3 2022 | $754,000 | -4.6% | 18,191 | -0.6% | 0.20% | +0.5% |
| Q2 2022 | $790,000 | -29.9% | 18,301 | -9.8% | 0.20% | -18.9% |
| Q1 2022 | $1,127,000 | -6.1% | 20,291 | -6.0% | 0.24% | -6.9% |
| Q4 2021 | $1,200,000 | -3.8% | 21,597 | -2.7% | 0.26% | -10.9% |
| Q3 2021 | $1,247,000 | -3.3% | 22,194 | -3.0% | 0.29% | -11.4% |
| Q2 2021 | $1,290,000 | +3.6% | 22,886 | +844.5% | 0.33% | -5.9% |
| Q1 2021 | $1,245,000 | -4.3% | 2,423 | -2.2% | 0.35% | -9.3% |
| Q4 2020 | $1,301,000 | -30.7% | 2,478 | -42.7% | 0.39% | -39.7% |
| Q3 2020 | $1,878,000 | +8.9% | 4,327 | -1.8% | 0.64% | -4.3% |
| Q2 2020 | $1,724,000 | +40.0% | 4,408 | +2.3% | 0.67% | -11.7% |
| Q1 2020 | $1,231,000 | -28.1% | 4,309 | -9.1% | 0.76% | +14.7% |
| Q4 2019 | $1,711,000 | +33.0% | 4,742 | +15.8% | 0.66% | +16.3% |
| Q3 2019 | $1,286,000 | -24.3% | 4,094 | -24.2% | 0.57% | -28.3% |
| Q2 2019 | $1,699,000 | +46.2% | 5,401 | +40.7% | 0.80% | +27.1% |
| Q1 2019 | $1,162,000 | +127.8% | 3,839 | +95.9% | 0.63% | +89.2% |
| Q4 2018 | $510,000 | – | 1,960 | – | 0.33% | – |
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% |