FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,258 | -38.2% | 1,446 | -35.7% | 0.00% | -33.3% |
| Q2 2023 | $121,694 | +14.6% | 2,250 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $106,173 | +79.9% | 2,248 | +56.1% | 0.01% | +50.0% |
| Q4 2022 | $59,003 | -4.8% | 1,440 | +0.2% | 0.00% | -20.0% |
| Q3 2022 | $62,000 | 0.0% | 1,437 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -1.6% | 1,434 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $63,000 | -55.3% | 1,432 | -42.7% | 0.01% | -64.3% |
| Q3 2021 | $141,000 | -16.6% | 2,501 | -16.6% | 0.01% | -17.6% |
| Q2 2021 | $169,000 | +9.7% | 2,998 | +902.7% | 0.02% | -5.6% |
| Q1 2021 | $154,000 | +2.7% | 299 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $150,000 | +15.4% | 299 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $130,000 | -24.9% | 299 | -32.4% | 0.02% | -32.1% |
| Q2 2020 | $173,000 | +31.1% | 442 | 0.0% | 0.03% | +12.0% |
| Q1 2020 | $132,000 | -14.8% | 442 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $155,000 | -8.3% | 442 | -18.0% | 0.02% | -14.3% |
| Q3 2019 | $169,000 | +164.1% | 539 | +165.5% | 0.03% | +133.3% |
| Q2 2019 | $64,000 | +113.3% | 203 | +103.0% | 0.01% | +71.4% |
| Q1 2019 | $30,000 | +15.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -18.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | +68.4% | 100 | +51.5% | 0.01% | +40.0% |
| Q2 2018 | $19,000 | +280.0% | 66 | +266.7% | 0.01% | +400.0% |
| Q1 2018 | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | +25.0% | 18 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -77.8% | 18 | -78.8% | 0.00% | -80.0% |
| Q1 2017 | $18,000 | – | 85 | – | 0.01% | – |
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% |