FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 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 ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |