FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $453,405 | +235.4% | 8,721 | +248.8% | 0.00% | – |
| Q2 2023 | $135,200 | +3.7% | 2,500 | -8.1% | 0.00% | – |
| Q1 2023 | $130,424 | -9.6% | 2,720 | -22.7% | 0.00% | – |
| Q4 2022 | $144,214 | +27.6% | 3,520 | +29.4% | 0.00% | – |
| Q3 2022 | $113,000 | -3.4% | 2,720 | 0.0% | 0.00% | – |
| Q2 2022 | $117,000 | -22.5% | 2,720 | 0.0% | 0.00% | – |
| Q1 2022 | $151,000 | -9.0% | 2,720 | 0.0% | 0.00% | – |
| Q4 2021 | $166,000 | +8.5% | 2,720 | 0.0% | 0.00% | – |
| Q3 2021 | $153,000 | -98.7% | 2,720 | -98.7% | 0.00% | -100.0% |
| Q2 2021 | $11,759,000 | +8299.3% | 208,678 | +76619.9% | 0.02% | – |
| Q1 2021 | $140,000 | +2.9% | 272 | 0.0% | 0.00% | – |
| Q4 2020 | $136,000 | +312.1% | 272 | +262.7% | 0.00% | – |
| Q3 2020 | $33,000 | +13.8% | 75 | 0.0% | 0.00% | – |
| Q2 2020 | $29,000 | +31.8% | 75 | 0.0% | 0.00% | – |
| Q1 2020 | $22,000 | -15.4% | 75 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | +8.3% | 75 | 0.0% | 0.00% | – |
| Q3 2019 | $24,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q2 2019 | $24,000 | +4.3% | 75 | 0.0% | 0.00% | – |
| Q1 2019 | $23,000 | +21.1% | 75 | 0.0% | 0.00% | – |
| Q4 2018 | $19,000 | -20.8% | 75 | 0.0% | 0.00% | – |
| Q3 2018 | $24,000 | +9.1% | 75 | 0.0% | 0.00% | – |
| Q2 2018 | $22,000 | -18.5% | 75 | -21.9% | 0.00% | – |
| Q1 2018 | $27,000 | +35.0% | 96 | +28.0% | 0.00% | – |
| Q4 2017 | $20,000 | -9.1% | 75 | -11.8% | 0.00% | – |
| Q3 2017 | $22,000 | -29.0% | 85 | -34.6% | 0.00% | – |
| Q2 2017 | $31,000 | +3.3% | 130 | 0.0% | 0.00% | – |
| Q1 2017 | $30,000 | +57.9% | 130 | +46.1% | 0.00% | – |
| Q4 2016 | $19,000 | – | 89 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |