FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 217 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,080,200 | +4.5% | 29,747 | -3.7% | 0.42% | -2.8% |
| Q1 2024 | $1,989,716 | +8.4% | 30,896 | -0.3% | 0.43% | -3.8% |
| Q4 2023 | $1,836,162 | +12.5% | 30,995 | -1.3% | 0.45% | 0.0% |
| Q3 2023 | $1,632,198 | -4.2% | 31,394 | -0.3% | 0.45% | -2.4% |
| Q2 2023 | $1,703,716 | +12.8% | 31,504 | +0.0% | 0.46% | +2.4% |
| Q1 2023 | $1,510,563 | +11.9% | 31,503 | -4.4% | 0.45% | +1.6% |
| Q4 2022 | $1,350,040 | -4.1% | 32,952 | -3.1% | 0.44% | -12.8% |
| Q3 2022 | $1,408,000 | -4.2% | 33,989 | -0.1% | 0.51% | +0.8% |
| Q2 2022 | $1,469,000 | -22.1% | 34,035 | +0.3% | 0.50% | -11.3% |
| Q1 2022 | $1,885,000 | -7.3% | 33,932 | +1.6% | 0.57% | -6.3% |
| Q4 2021 | $2,034,000 | +13.0% | 33,395 | +4.2% | 0.60% | -0.7% |
| Q3 2021 | $1,800,000 | +1.2% | 32,042 | +1.6% | 0.61% | -1.5% |
| Q2 2021 | $1,778,000 | +10.4% | 31,545 | +905.6% | 0.62% | -0.8% |
| Q1 2021 | $1,611,000 | +3.1% | 3,137 | +0.6% | 0.62% | -5.2% |
| Q4 2020 | $1,563,000 | +13.8% | 3,117 | -1.5% | 0.66% | 0.0% |
| Q3 2020 | $1,374,000 | +5.4% | 3,166 | -5.0% | 0.66% | -4.5% |
| Q2 2020 | $1,303,000 | +25.8% | 3,331 | -4.0% | 0.69% | +3.8% |
| Q1 2020 | $1,036,000 | -33.0% | 3,471 | -21.6% | 0.66% | -21.4% |
| Q4 2019 | $1,547,000 | +12.1% | 4,426 | +0.7% | 0.84% | +1.1% |
| Q3 2019 | $1,380,000 | -1.8% | 4,395 | -1.6% | 0.84% | -1.1% |
| Q2 2019 | $1,405,000 | +3.8% | 4,465 | -0.1% | 0.84% | -4.3% |
| Q1 2019 | $1,353,000 | +16.1% | 4,470 | -0.2% | 0.88% | +4.9% |
| Q4 2018 | $1,165,000 | – | 4,480 | – | 0.84% | – |
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% |