FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 192 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $346,256 | +8.8% | 4,951 | +0.1% | 0.07% | +6.1% |
| Q1 2024 | $318,392 | +8.9% | 4,944 | +0.2% | 0.07% | +1.5% |
| Q4 2023 | $292,290 | +14.2% | 4,934 | +0.2% | 0.06% | +1.6% |
| Q3 2023 | $256,031 | -3.7% | 4,925 | +0.2% | 0.06% | +3.2% |
| Q2 2023 | $265,815 | +13.0% | 4,915 | +0.2% | 0.06% | +6.9% |
| Q1 2023 | $235,284 | +25.9% | 4,907 | +7.6% | 0.06% | +16.0% |
| Q4 2022 | $186,878 | -7.5% | 4,561 | -6.5% | 0.05% | -18.0% |
| Q3 2022 | $202,000 | +14.1% | 4,877 | +18.6% | 0.06% | +17.3% |
| Q2 2022 | $177,000 | -2.2% | 4,112 | +25.6% | 0.05% | +18.2% |
| Q1 2022 | $181,000 | – | 3,273 | – | 0.04% | – |
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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% |