FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,383 | -2.8% | 15,203 | +1.1% | 0.69% | +1.6% |
| Q2 2023 | $813,445 | +1.3% | 15,042 | -10.2% | 0.68% | -1.4% |
| Q1 2023 | $802,989 | +18.7% | 16,746 | +1.4% | 0.69% | +18.1% |
| Q4 2022 | $676,670 | -0.2% | 16,516 | +1.0% | 0.59% | -20.6% |
| Q3 2022 | $678,000 | -3.4% | 16,352 | +0.4% | 0.74% | -9.2% |
| Q2 2022 | $702,000 | -29.7% | 16,280 | -9.4% | 0.81% | -30.6% |
| Q1 2022 | $999,000 | -25.9% | 17,977 | -18.9% | 1.17% | -14.1% |
| Q4 2021 | $1,349,000 | -15.0% | 22,155 | -21.6% | 1.36% | -11.9% |
| Q3 2021 | $1,587,000 | -22.1% | 28,246 | -21.9% | 1.55% | -18.6% |
| Q2 2021 | $2,037,000 | -10.5% | 36,150 | +715.8% | 1.90% | -15.0% |
| Q1 2021 | $2,276,000 | +1.9% | 4,431 | -0.5% | 2.24% | -13.5% |
| Q4 2020 | $2,233,000 | +15.6% | 4,452 | +0.1% | 2.59% | -11.3% |
| Q3 2020 | $1,931,000 | +11.0% | 4,449 | 0.0% | 2.92% | +18.1% |
| Q2 2020 | $1,740,000 | +29.5% | 4,449 | -1.2% | 2.47% | +16.5% |
| Q1 2020 | $1,344,000 | +7.2% | 4,501 | +25.4% | 2.12% | +15.4% |
| Q4 2019 | $1,254,000 | +15.3% | 3,588 | +3.6% | 1.84% | +2.5% |
| Q3 2019 | $1,088,000 | +16.1% | 3,464 | +16.3% | 1.80% | +160.5% |
| Q2 2019 | $937,000 | – | 2,979 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silicon Valley Capital Partners | 19,792 | $5,145,000 | 2.58% |
| Pinnacle Family Advisors, LLC | 8,843 | $2,299,000 | 1.55% |
| Townsend & Associates, Inc | 4,941 | $1,284,000 | 1.47% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,636 | $9,784,000 | 1.33% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,392 | $4,001,000 | 1.26% |
| Questar Asset Management, Inc. | 4,093 | $1,064,000 | 1.25% |
| CRA Financial Services, LLC | 4,480 | $1,165,000 | 0.84% |
| Kovack Advisors, Inc. | 10,914 | $2,837,000 | 0.83% |
| Sowell Financial Services LLC | 21,187 | $5,508,000 | 0.78% |
| FinTrust Capital Advisors, LLC | 5,075 | $1,319,000 | 0.65% |