FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,945 | -3.9% | 5,500 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $297,440 | +12.8% | 5,500 | 0.0% | 0.08% | +8.0% |
| Q1 2023 | $263,725 | +17.0% | 5,500 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $225,335 | -1.2% | 5,500 | 0.0% | 0.07% | -26.3% |
| Q3 2022 | $228,000 | -3.8% | 5,500 | 0.0% | 0.10% | -8.3% |
| Q2 2022 | $237,000 | -22.5% | 5,500 | 0.0% | 0.11% | +18.7% |
| Q1 2022 | $306,000 | -8.7% | 5,500 | 0.0% | 0.09% | -5.2% |
| Q4 2021 | $335,000 | +8.4% | 5,500 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $309,000 | -0.3% | 5,500 | 0.0% | 0.10% | +5.4% |
| Q2 2021 | $310,000 | +51.2% | 5,500 | +1275.0% | 0.09% | +41.5% |
| Q1 2021 | $205,000 | +2.5% | 400 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $200,000 | – | 400 | – | 0.06% | – |
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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% |