FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Silicon Valley Capital Partners | 19,792 | $5,145,000 | 2.58% |
| Pinnacle Family Advisors, LLC | 8,843 | $2,299,000 | 1.55% |
| Townsend & Associates, Inc | 4,941 | $1,284,000 | 1.47% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,636 | $9,784,000 | 1.33% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,392 | $4,001,000 | 1.26% |
| Questar Asset Management, Inc. | 4,093 | $1,064,000 | 1.25% |
| CRA Financial Services, LLC | 4,480 | $1,165,000 | 0.84% |
| Kovack Advisors, Inc. | 10,914 | $2,837,000 | 0.83% |
| Sowell Financial Services LLC | 21,187 | $5,508,000 | 0.78% |
| FinTrust Capital Advisors, LLC | 5,075 | $1,319,000 | 0.65% |