FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,131 | -4.2% | 1,021,938 | -0.4% | 0.11% | -2.7% |
| Q2 2023 | $55,463 | +23.7% | 1,025,582 | +9.7% | 0.11% | +20.2% |
| Q1 2023 | $44,842 | +27.1% | 935,195 | +8.6% | 0.09% | +10.6% |
| Q4 2022 | $35,277 | -99.9% | 861,056 | -4.2% | 0.08% | -11.5% |
| Q3 2022 | $37,248,000 | +5.6% | 898,851 | +10.0% | 0.10% | +4.3% |
| Q2 2022 | $35,261,000 | +3.4% | 817,179 | +33.1% | 0.09% | +17.9% |
| Q1 2022 | $34,114,000 | -6.9% | 614,005 | +2.1% | 0.08% | -6.0% |
| Q4 2021 | $36,625,000 | +8.5% | 601,402 | +0.1% | 0.08% | -2.4% |
| Q3 2021 | $33,748,000 | -0.1% | 600,720 | +0.2% | 0.08% | -1.2% |
| Q2 2021 | $33,787,000 | +6.3% | 599,593 | +868.7% | 0.09% | -4.4% |
| Q1 2021 | $31,785,000 | -39.7% | 61,894 | -41.1% | 0.09% | -43.0% |
| Q4 2020 | $52,677,000 | +21.3% | 105,008 | +5.0% | 0.16% | +6.8% |
| Q3 2020 | $43,415,000 | +31.4% | 100,035 | +18.5% | 0.15% | +18.4% |
| Q2 2020 | $33,031,000 | +35.6% | 84,442 | +3.5% | 0.12% | +9.6% |
| Q1 2020 | $24,367,000 | +79.4% | 81,608 | +110.0% | 0.11% | +119.2% |
| Q4 2019 | $13,581,000 | +8.9% | 38,854 | -2.2% | 0.05% | -1.9% |
| Q3 2019 | $12,468,000 | -3.1% | 39,708 | -2.9% | 0.05% | -7.0% |
| Q2 2019 | $12,870,000 | -13.9% | 40,900 | -17.2% | 0.06% | -17.4% |
| Q1 2019 | $14,956,000 | +106.8% | 49,414 | +77.6% | 0.07% | +81.6% |
| Q4 2018 | $7,233,000 | -7.1% | 27,825 | +12.8% | 0.04% | +2.7% |
| Q3 2018 | $7,785,000 | +44.4% | 24,669 | +34.8% | 0.04% | +32.1% |
| Q2 2018 | $5,392,000 | -13.1% | 18,300 | -18.4% | 0.03% | -17.6% |
| Q1 2018 | $6,207,000 | -15.4% | 22,421 | -17.1% | 0.03% | -15.0% |
| Q4 2017 | $7,336,000 | – | 27,059 | – | 0.04% | – |
Download | ||||||
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% |