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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,544,069 | -4.0% | 29,699 | -0.1% | 0.92% | -0.6% |
| Q2 2023 | $1,608,324 | -10.2% | 29,740 | -20.4% | 0.93% | -14.4% |
| Q1 2023 | $1,791,012 | +8.0% | 37,352 | -7.8% | 1.09% | +7.6% |
| Q4 2022 | $1,659,086 | -10.3% | 40,495 | -9.2% | 1.01% | -21.6% |
| Q3 2022 | $1,849,000 | +1.6% | 44,608 | +5.7% | 1.29% | +6.4% |
| Q2 2022 | $1,820,000 | -19.0% | 42,186 | +4.2% | 1.21% | -9.2% |
| Q1 2022 | $2,248,000 | +0.1% | 40,467 | +9.8% | 1.34% | +7.4% |
| Q4 2021 | $2,245,000 | +19.4% | 36,860 | +10.1% | 1.24% | +9.0% |
| Q3 2021 | $1,881,000 | +26.4% | 33,481 | +26.8% | 1.14% | +27.4% |
| Q2 2021 | $1,488,000 | +27.3% | 26,413 | +1060.5% | 0.90% | +19.0% |
| Q1 2021 | $1,169,000 | +7.1% | 2,276 | +4.5% | 0.75% | +0.8% |
| Q4 2020 | $1,092,000 | +79.9% | 2,178 | +55.8% | 0.75% | +57.7% |
| Q3 2020 | $607,000 | +60.2% | 1,398 | +44.4% | 0.47% | +48.3% |
| Q2 2020 | $379,000 | – | 968 | – | 0.32% | – |
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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% |