FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,990 | -3.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2023 | $54,080 | +12.8% | 1,000 | 0.0% | 0.00% | – |
| Q1 2023 | $47,950 | +17.0% | 1,000 | 0.0% | 0.00% | – |
| Q4 2022 | $40,970 | -0.1% | 1,000 | 0.0% | 0.00% | – |
| Q3 2022 | $41,000 | -14.6% | 1,000 | -10.2% | 0.00% | – |
| Q2 2022 | $48,000 | -22.6% | 1,113 | 0.0% | 0.00% | – |
| Q1 2022 | $62,000 | -8.8% | 1,113 | -0.6% | 0.00% | – |
| Q4 2021 | $68,000 | +7.9% | 1,120 | 0.0% | 0.00% | – |
| Q3 2021 | $63,000 | +5.0% | 1,120 | +5.7% | 0.00% | – |
| Q2 2021 | $60,000 | +17.6% | 1,060 | +960.0% | 0.00% | – |
| Q1 2021 | $51,000 | +2.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $50,000 | +16.3% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $43,000 | +10.3% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +30.0% | 100 | 0.0% | 0.00% | – |
| Q1 2020 | $30,000 | -14.3% | 100 | 0.0% | 0.00% | – |
| Q4 2019 | $35,000 | +12.9% | 100 | 0.0% | 0.00% | – |
| Q3 2019 | $31,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2019 | $31,000 | +3.3% | 100 | 0.0% | 0.00% | – |
| Q1 2019 | $30,000 | +15.4% | 100 | 0.0% | 0.00% | – |
| Q4 2018 | $26,000 | -27.8% | 100 | -11.5% | 0.00% | – |
| Q3 2018 | $36,000 | +9.1% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $33,000 | -28.3% | 113 | -31.5% | 0.00% | – |
| Q1 2018 | $46,000 | +2.2% | 165 | 0.0% | 0.00% | – |
| Q4 2017 | $45,000 | – | 165 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Cardan Capital Partners, LLC | 68,001 | $20,037,000 | 3.28% |
| Silicon Valley Capital Partners | 20,266 | $6,107,000 | 2.93% |
| Townsend & Associates, Inc | 4,938 | $1,455,000 | 1.63% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 37,402 | $11,021,000 | 1.48% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15,666 | $4,616,000 | 1.40% |
| ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3,771 | $1,111,000 | 1.31% |
| Pinnacle Family Advisors, LLC | 6,049 | $1,782,000 | 0.95% |
| Sigma Planning Corp | 35,472 | $10,452,000 | 0.70% |
| CABANA LLC | 5,827 | $1,717,000 | 0.45% |
| Ruggie Capital Group | 2,985 | $880,000 | 0.44% |