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 | $384,466 | -3.9% | 7,395 | 0.0% | 0.15% | +0.7% |
| Q2 2023 | $399,922 | +12.8% | 7,395 | 0.0% | 0.14% | +6.6% |
| Q1 2023 | $354,590 | +17.0% | 7,395 | 0.0% | 0.14% | +9.7% |
| Q4 2022 | $302,973 | -1.0% | 7,395 | 0.0% | 0.12% | -10.8% |
| Q3 2022 | $306,000 | -4.1% | 7,395 | 0.0% | 0.14% | -3.5% |
| Q2 2022 | $319,000 | -22.4% | 7,395 | 0.0% | 0.14% | -13.8% |
| Q1 2022 | $411,000 | – | 7,395 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 11,461 | $3,599,000 | 3.18% |
| Silicon Valley Capital Partners | 18,049 | $5,668,000 | 2.22% |
| Avondale Wealth Management | 3,464 | $1,088,000 | 1.80% |
| Townsend & Associates, Inc | 5,102 | $1,569,000 | 1.50% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 38,989 | $12,243,000 | 1.41% |
| Ruggie Capital Group | 3,167 | $997,000 | 1.32% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,202 | $4,773,000 | 1.28% |
| CRA Financial Services, LLC | 4,395 | $1,380,000 | 0.84% |
| Analyst IMS Investment Management Services Ltd. | 8,187 | $2,586,000 | 0.77% |
| Kovack Advisors, Inc. | 10,356 | $3,252,000 | 0.67% |