FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 76 filers reported holding FIDELITY COMWLTH TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $273,359 | +16.9% | 5,701 | -0.1% | 0.05% | +6.5% |
| Q4 2022 | $233,884 | -6.1% | 5,709 | -5.1% | 0.05% | -19.3% |
| Q3 2022 | $249,000 | -4.6% | 6,013 | -0.8% | 0.06% | -1.7% |
| Q2 2022 | $261,000 | -32.9% | 6,060 | -13.5% | 0.06% | -30.1% |
| Q1 2022 | $389,000 | -24.0% | 7,007 | -16.7% | 0.08% | -26.5% |
| Q4 2021 | $512,000 | +84.2% | 8,408 | +69.9% | 0.11% | +66.2% |
| Q3 2021 | $278,000 | +2.2% | 4,950 | +2.6% | 0.07% | 0.0% |
| Q2 2021 | $272,000 | +5.4% | 4,824 | +861.0% | 0.07% | +1.5% |
| Q1 2021 | $258,000 | +22.9% | 502 | -6.3% | 0.07% | -2.9% |
| Q2 2020 | $210,000 | +25.7% | 536 | -3.9% | 0.07% | +4.5% |
| Q1 2020 | $167,000 | -30.7% | 558 | -18.9% | 0.07% | -14.3% |
| Q4 2019 | $241,000 | +9.0% | 688 | -2.3% | 0.08% | 0.0% |
| Q3 2019 | $221,000 | -27.1% | 704 | -27.0% | 0.08% | -31.9% |
| Q2 2019 | $303,000 | -2.9% | 964 | -6.5% | 0.11% | -13.7% |
| Q1 2019 | $312,000 | +24.3% | 1,031 | +7.0% | 0.13% | +0.8% |
| Q4 2018 | $251,000 | -19.3% | 964 | -2.1% | 0.13% | -9.7% |
| Q3 2018 | $311,000 | +14.8% | 985 | +7.2% | 0.14% | -4.6% |
| Q2 2018 | $271,000 | +41.9% | 919 | +32.8% | 0.15% | +33.6% |
| Q1 2018 | $191,000 | +3.8% | 692 | +1.5% | 0.11% | -14.4% |
| Q4 2017 | $184,000 | – | 682 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |