FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $28,432,559 | +1.0% | 491,307 | +12.3% | 0.16% | -15.9% |
| Q1 2024 | $28,164,897 | +23.2% | 437,343 | +13.3% | 0.19% | +2.2% |
| Q4 2023 | $22,869,806 | +23.3% | 386,053 | +8.2% | 0.18% | +1.6% |
| Q3 2023 | $18,546,393 | -1.3% | 356,730 | +2.6% | 0.18% | -3.2% |
| Q2 2023 | $18,797,938 | +18.1% | 347,595 | +4.7% | 0.19% | +8.7% |
| Q1 2023 | $15,918,128 | +34.5% | 331,973 | +14.9% | 0.17% | +64.8% |
| Q4 2022 | $11,832,628 | -99.9% | 288,812 | -40.3% | 0.10% | -1.9% |
| Q3 2022 | $10,038,028,000 | +72126.4% | 483,988 | +50.3% | 0.11% | -25.2% |
| Q2 2022 | $13,898,000 | -33.2% | 322,089 | -14.0% | 0.14% | -34.1% |
| Q1 2022 | $20,814,000 | +141.5% | 374,629 | +164.7% | 0.22% | +149.4% |
| Q4 2021 | $8,619,000 | +8.9% | 141,522 | +0.5% | 0.09% | +10.1% |
| Q3 2021 | $7,914,000 | +0.2% | 140,870 | +0.5% | 0.08% | -12.2% |
| Q2 2021 | $7,899,000 | +6.8% | 140,185 | +873.8% | 0.09% | -4.3% |
| Q1 2021 | $7,393,000 | -47.8% | 14,396 | -49.1% | 0.09% | -42.7% |
| Q4 2020 | $14,171,000 | -99.9% | 28,296 | +24.0% | 0.16% | -11.4% |
| Q3 2020 | $9,892,000,000 | – | 22,819 | – | 0.18% | – |
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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% |