FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 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 ↓ |
|---|---|---|---|
| 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% |