FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,451,709 | -5.2% | 85,629 | -1.4% | 1.30% | -3.3% |
| Q2 2023 | $4,695,940 | +12.7% | 86,830 | -0.1% | 1.34% | +4.6% |
| Q1 2023 | $4,165,941 | +16.3% | 86,880 | -0.6% | 1.28% | +18.0% |
| Q4 2022 | $3,582,172 | -2.1% | 87,430 | -1.0% | 1.08% | -8.5% |
| Q3 2022 | $3,659,000 | -4.2% | 88,316 | -0.2% | 1.19% | -5.9% |
| Q2 2022 | $3,818,000 | -24.4% | 88,485 | -2.7% | 1.26% | -12.6% |
| Q1 2022 | $5,051,000 | -9.1% | 90,927 | -0.3% | 1.44% | -9.9% |
| Q4 2021 | $5,555,000 | +8.3% | 91,223 | -0.1% | 1.60% | +2.3% |
| Q3 2021 | $5,128,000 | -0.9% | 91,286 | -0.6% | 1.56% | -7.8% |
| Q2 2021 | $5,175,000 | +8.9% | 91,848 | +892.5% | 1.70% | +0.7% |
| Q1 2021 | $4,752,000 | +2.8% | 9,254 | +0.4% | 1.69% | -7.0% |
| Q4 2020 | $4,622,000 | +13.8% | 9,213 | -1.6% | 1.81% | -0.1% |
| Q3 2020 | $4,063,000 | +10.5% | 9,363 | -0.4% | 1.82% | -2.9% |
| Q2 2020 | $3,676,000 | +31.4% | 9,398 | +0.3% | 1.87% | +6.4% |
| Q1 2020 | $2,797,000 | -20.0% | 9,368 | -6.3% | 1.76% | -10.9% |
| Q4 2019 | $3,495,000 | – | 9,998 | – | 1.97% | – |
Download | ||||||
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% |