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 | $280,954 | -10.5% | 5,404 | -6.9% | 0.02% | -7.7% |
| Q2 2023 | $313,773 | +13.3% | 5,803 | +0.4% | 0.03% | +4.0% |
| Q1 2023 | $277,025 | +4.3% | 5,778 | -10.9% | 0.02% | -3.8% |
| Q4 2022 | $265,676 | +0.6% | 6,485 | +1.8% | 0.03% | -10.3% |
| Q3 2022 | $264,000 | -62.7% | 6,370 | -61.2% | 0.03% | -61.8% |
| Q2 2022 | $708,000 | -41.2% | 16,416 | -24.2% | 0.08% | -35.0% |
| Q1 2022 | $1,204,000 | -99.8% | 21,658 | +82.0% | 0.12% | +64.8% |
| Q4 2021 | $724,877,000 | +52389.3% | 11,902 | -51.6% | 0.07% | -60.3% |
| Q3 2021 | $1,381,000 | – | 24,576 | – | 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% |