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 | $9,437 | +3950.2% | 181,858 | +4061.5% | 0.02% | +2100.0% |
| Q2 2023 | $233 | +12.0% | 4,370 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $208 | -47.3% | 4,418 | -54.1% | 0.00% | 0.0% |
| Q4 2022 | $395 | -100.0% | 9,621 | -71.1% | 0.00% | -75.0% |
| Q3 2022 | $1,403,000 | +4.3% | 33,317 | +6.9% | 0.00% | 0.0% |
| Q2 2022 | $1,345,000 | -3.4% | 31,160 | +24.3% | 0.00% | +33.3% |
| Q1 2022 | $1,393,000 | +35.5% | 25,064 | +37.3% | 0.00% | +50.0% |
| Q4 2021 | $1,028,000 | -4.8% | 18,251 | -5.1% | 0.00% | 0.0% |
| Q3 2021 | $1,080,000 | +5.1% | 19,226 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $1,028,000 | +66.1% | 18,251 | +1414.6% | 0.00% | +100.0% |
| Q1 2021 | $619,000 | +22.1% | 1,205 | +19.3% | 0.00% | 0.0% |
| Q4 2020 | $507,000 | – | 1,010 | – | 0.00% | – |
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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% |