FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,005 | -3.9% | 7,540 | 0.0% | 0.33% | -2.1% |
| Q2 2023 | $407,763 | +12.8% | 7,540 | 0.0% | 0.34% | +9.1% |
| Q1 2023 | $361,543 | +17.0% | 7,540 | 0.0% | 0.31% | +7.7% |
| Q4 2022 | $308,914 | -1.0% | 7,540 | 0.0% | 0.29% | -12.8% |
| Q3 2022 | $312,000 | -4.0% | 7,540 | 0.0% | 0.33% | +6.1% |
| Q2 2022 | $325,000 | -22.4% | 7,540 | 0.0% | 0.31% | -6.4% |
| Q1 2022 | $419,000 | -8.7% | 7,540 | 0.0% | 0.33% | -2.7% |
| Q4 2021 | $459,000 | +8.3% | 7,540 | 0.0% | 0.34% | -2.9% |
| Q3 2021 | $424,000 | -0.2% | 7,540 | 0.0% | 0.35% | +6.4% |
| Q2 2021 | $425,000 | +9.8% | 7,540 | +900.0% | 0.33% | +1.9% |
| Q1 2021 | $387,000 | +2.4% | 754 | 0.0% | 0.32% | -5.0% |
| Q4 2020 | $378,000 | +15.6% | 754 | 0.0% | 0.34% | -3.4% |
| Q3 2020 | $327,000 | +10.8% | 754 | 0.0% | 0.35% | +4.8% |
| Q2 2020 | $295,000 | +17.1% | 754 | -10.7% | 0.34% | -3.7% |
| Q1 2020 | $252,000 | -14.9% | 844 | -0.5% | 0.35% | +14.1% |
| Q4 2019 | $296,000 | – | 848 | – | 0.30% | – |
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% |