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 | $40,760 | -3.9% | 784 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $42,399 | +12.8% | 784 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $37,593 | -8.2% | 784 | -21.6% | 0.01% | -12.5% |
| Q4 2022 | $40,970 | -99.9% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $41,440,000 | -4.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $43,150,000 | -22.3% | 1,000 | 0.0% | 0.02% | -15.0% |
| Q1 2022 | $55,560,000 | -8.8% | 1,000 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $60,900,000 | +8.4% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $56,180,000 | -0.3% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $56,350,000 | +9.7% | 1,000 | +900.0% | 0.02% | +4.8% |
| Q1 2021 | $51,355,000 | +2.4% | 100 | 0.0% | 0.02% | -12.5% |
| Q4 2020 | $50,165,000 | +15.6% | 100 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $43,400,000 | +10.9% | 100 | 0.0% | 0.02% | +4.5% |
| Q2 2020 | $39,117,000 | +130290.0% | 100 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $30,000 | -21.1% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $38,000 | +22.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $31,000 | +3.3% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $30,000 | +15.4% | 100 | 0.0% | 0.02% | -13.0% |
| Q4 2018 | $26,000 | – | 100 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |