FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 106 filers reported holding FIDELITY COMWLTH TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,295,219 | +5.1% | 90,022 | -3.5% | 0.86% | +110.8% |
| Q1 2024 | $5,990,023 | -38.6% | 93,274 | -43.4% | 0.41% | -74.9% |
| Q4 2023 | $9,758,818 | +13.5% | 164,751 | -0.4% | 1.62% | -2.2% |
| Q3 2023 | $8,600,228 | -5.4% | 165,430 | -1.6% | 1.66% | +0.9% |
| Q2 2023 | $9,095,874 | +11.4% | 168,193 | -1.3% | 1.64% | +3.3% |
| Q1 2023 | $8,166,501 | +49.3% | 170,349 | +27.5% | 1.59% | +30.5% |
| Q4 2022 | $5,471,376 | +21.7% | 133,658 | +23.0% | 1.22% | +5.6% |
| Q3 2022 | $4,497,000 | +329.5% | 108,658 | +352.3% | 1.16% | +373.4% |
| Q2 2022 | $1,047,000 | -18.7% | 24,024 | +4.1% | 0.24% | +1.2% |
| Q1 2022 | $1,288,000 | +490.8% | 23,084 | +3599.4% | 0.24% | +141.0% |
| Q4 2019 | $218,000 | +7.9% | 624 | -2.8% | 0.10% | -24.8% |
| Q2 2019 | $202,000 | -1.0% | 642 | -0.5% | 0.13% | +11.8% |
| Q3 2018 | $204,000 | +7.4% | 645 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $190,000 | +6.1% | 645 | 0.0% | 0.13% | -8.7% |
| Q1 2018 | $179,000 | +0.6% | 645 | -2.0% | 0.14% | +12.2% |
| Q4 2017 | $178,000 | – | 658 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |