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 | $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 ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 68,001 | $20,037,000 | 3.28% |
| Silicon Valley Capital Partners | 20,266 | $6,107,000 | 2.93% |
| Townsend & Associates, Inc | 4,938 | $1,455,000 | 1.63% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,402 | $11,021,000 | 1.48% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,666 | $4,616,000 | 1.40% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3,771 | $1,111,000 | 1.31% |
| Pinnacle Family Advisors, LLC | 6,049 | $1,782,000 | 0.95% |
| Sigma Planning Corp | 35,472 | $10,452,000 | 0.70% |
| CABANA LLC | 5,827 | $1,717,000 | 0.45% |
| Ruggie Capital Group | 2,985 | $880,000 | 0.44% |