FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $521,228 | -3.9% | 10,026 | 0.0% | 0.16% | -18.8% |
| Q2 2023 | $542,181 | +93.5% | 10,026 | +71.6% | 0.19% | +81.9% |
| Q1 2023 | $280,198 | +17.0% | 5,844 | -0.0% | 0.10% | +14.1% |
| Q4 2022 | $239,492 | -1.4% | 5,846 | -0.2% | 0.09% | -14.0% |
| Q3 2022 | $243,000 | +6.1% | 5,857 | +41.8% | 0.11% | +8.1% |
| Q1 2022 | $229,000 | -20.8% | 4,130 | -12.9% | 0.10% | -21.4% |
| Q4 2021 | $289,000 | +10.3% | 4,744 | +1.7% | 0.13% | -0.8% |
| Q3 2021 | $262,000 | -0.4% | 4,663 | 0.0% | 0.13% | -0.8% |
| Q2 2021 | $263,000 | +10.5% | 4,663 | +907.1% | 0.13% | +4.9% |
| Q1 2021 | $238,000 | -2.9% | 463 | -5.1% | 0.12% | -7.6% |
| Q4 2020 | $245,000 | +12.9% | 488 | -2.2% | 0.13% | +3.1% |
| Q3 2020 | $217,000 | 0.0% | 499 | -9.9% | 0.13% | -3.8% |
| Q2 2020 | $217,000 | -27.4% | 554 | -35.1% | 0.13% | -22.2% |
| Q4 2019 | $299,000 | +41.7% | 854 | +31.2% | 0.17% | +31.5% |
| Q2 2019 | $211,000 | -1.4% | 651 | -4.8% | 0.13% | -5.8% |
| Q1 2019 | $214,000 | -56.2% | 684 | -55.9% | 0.14% | -44.8% |
| Q3 2018 | $489,000 | +7.0% | 1,550 | 0.0% | 0.25% | -0.4% |
| Q2 2018 | $457,000 | +6.5% | 1,550 | 0.0% | 0.25% | +0.4% |
| Q1 2018 | $429,000 | +2.1% | 1,550 | 0.0% | 0.25% | -33.7% |
| Q4 2017 | $420,000 | – | 1,550 | – | 0.38% | – |
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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% |