FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 267 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $517,132 | +8.6% | 7,395 | 0.0% | 0.13% | +10.5% |
Q1 2024 | $476,238 | +8.7% | 7,395 | 0.0% | 0.11% | +3.6% |
Q4 2023 | $438,080 | +13.9% | 7,395 | 0.0% | 0.11% | -24.7% |
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 ↓ |
---|---|---|---|
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% |