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 | $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 | 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% |