FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 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 ↓ |
---|---|---|---|
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% |