FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12 | -99.9% | 305 | +0.3% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 304 | +0.3% | 0.00% | – |
| Q2 2022 | $13,000 | -91.8% | 303 | -89.3% | 0.00% | -100.0% |
| Q1 2022 | $158,000 | -8.1% | 2,844 | +0.1% | 0.00% | 0.0% |
| Q4 2021 | $172,000 | +8.2% | 2,840 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $159,000 | 0.0% | 2,835 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $159,000 | +9.7% | 2,830 | +903.5% | 0.00% | 0.0% |
| Q1 2021 | $145,000 | +2.8% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $141,000 | +29.4% | 282 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $109,000 | – | 251 | – | 0.00% | – |
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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% |