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 | $11,893,285 | -10.8% | 228,761 | -7.2% | 6.02% | -3.5% |
| Q2 2023 | $13,336,254 | +10.7% | 246,602 | -1.8% | 6.23% | +2.6% |
| Q1 2023 | $12,046,457 | +23.7% | 251,230 | +5.7% | 6.08% | +6.9% |
| Q4 2022 | $9,742,114 | +1.3% | 237,787 | +2.5% | 5.68% | -9.6% |
| Q3 2022 | $9,618,000 | +1.2% | 232,083 | +5.4% | 6.29% | +4.2% |
| Q2 2022 | $9,506,000 | -14.5% | 220,296 | +10.1% | 6.04% | -2.9% |
| Q1 2022 | $11,121,000 | -3.4% | 200,156 | +5.9% | 6.22% | +7.4% |
| Q4 2021 | $11,511,000 | +15.3% | 189,016 | +6.4% | 5.79% | +2.8% |
| Q3 2021 | $9,982,000 | +6.6% | 177,671 | +6.9% | 5.63% | +5.0% |
| Q2 2021 | $9,364,000 | +51.3% | 166,182 | +1247.1% | 5.36% | +29.1% |
| Q4 2020 | $6,188,000 | – | 12,336 | – | 4.15% | – |
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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% |