FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $260,279 | +8.6% | 3,722 | 0.0% | 0.06% | +1.6% |
| Q1 2024 | $239,697 | +8.7% | 3,722 | 0.0% | 0.06% | +1.7% |
| Q4 2023 | $220,491 | +13.9% | 3,722 | 0.0% | 0.06% | -7.7% |
| Q3 2023 | $193,507 | -3.9% | 3,722 | 0.0% | 0.06% | -3.0% |
| Q2 2023 | $201,286 | +12.8% | 3,722 | 0.0% | 0.07% | +3.1% |
| Q1 2023 | $178,470 | +15.7% | 3,722 | 0.0% | 0.06% | -11.0% |
| Q4 2022 | $154,240 | +0.2% | 3,722 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $154,000 | -4.9% | 3,722 | 0.0% | 0.07% | -18.2% |
| Q2 2022 | $162,000 | -21.7% | 3,722 | 0.0% | 0.09% | -14.6% |
| Q1 2022 | $207,000 | -8.8% | 3,722 | 0.0% | 0.10% | -9.6% |
| Q4 2021 | $227,000 | -11.7% | 3,722 | -18.6% | 0.11% | -21.4% |
| Q3 2021 | $257,000 | -7.9% | 4,572 | -6.3% | 0.14% | -7.1% |
| Q2 2021 | $279,000 | +11.2% | 4,880 | +900.0% | 0.16% | -5.5% |
| Q1 2021 | $251,000 | +2.4% | 488 | 0.0% | 0.16% | -9.3% |
| Q4 2020 | $245,000 | +15.6% | 488 | 0.0% | 0.18% | -16.1% |
| Q3 2020 | $212,000 | +44.2% | 488 | 0.0% | 0.22% | +43.7% |
| Q1 2020 | $147,000 | – | 488 | – | 0.15% | – |
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% |