FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $32,378,359 | +54.6% | 463,011 | +42.3% | 0.11% | +49.3% |
| Q1 2024 | $20,949,835 | +16.7% | 325,308 | +7.3% | 0.07% | +5.8% |
| Q4 2023 | $17,952,859 | +44.1% | 303,053 | +26.5% | 0.07% | +27.8% |
| Q3 2023 | $12,458,364 | +7.7% | 239,630 | +12.0% | 0.05% | +10.2% |
| Q2 2023 | $11,571,389 | +9.3% | 213,968 | -3.1% | 0.05% | +2.1% |
| Q1 2023 | $10,583,140 | +6.9% | 220,712 | -8.6% | 0.05% | 0.0% |
| Q4 2022 | $9,897,901 | +30.9% | 241,589 | +32.4% | 0.05% | +20.0% |
| Q3 2022 | $7,564,000 | -13.9% | 182,535 | -10.3% | 0.04% | -9.1% |
| Q2 2022 | $8,782,000 | -10.8% | 203,521 | +14.8% | 0.04% | +2.3% |
| Q1 2022 | $9,849,000 | -13.1% | 177,260 | -4.7% | 0.04% | -10.4% |
| Q4 2021 | $11,328,000 | +96.5% | 186,015 | +81.2% | 0.05% | +77.8% |
| Q3 2021 | $5,766,000 | +78.8% | 102,635 | +79.4% | 0.03% | +80.0% |
| Q2 2021 | $3,225,000 | – | 57,225 | – | 0.02% | – |
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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% |