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 | $457,875 | +8.2% | 8,807 | -1.5% | 0.02% | +9.5% |
| Q1 2023 | $423,009 | +14.8% | 8,943 | -0.6% | 0.02% | +23.5% |
| Q4 2022 | $368,628 | -5.0% | 8,998 | -3.9% | 0.02% | -26.1% |
| Q3 2022 | $388,000 | -4.7% | 9,365 | -0.8% | 0.02% | -4.2% |
| Q2 2022 | $407,000 | -22.5% | 9,436 | -0.2% | 0.02% | +26.3% |
| Q1 2022 | $525,000 | -13.5% | 9,452 | -5.1% | 0.02% | -13.6% |
| Q4 2021 | $607,000 | – | 9,963 | – | 0.02% | – |
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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% |