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 | $3,824,757 | -1.2% | 73,567 | +2.7% | 0.08% | 0.0% |
| Q2 2023 | $3,872,567 | +30.7% | 71,609 | +15.9% | 0.08% | +24.2% |
| Q1 2023 | $2,963,295 | +2.1% | 61,799 | -12.8% | 0.06% | -6.1% |
| Q4 2022 | $2,902,707 | -6.5% | 70,850 | -5.4% | 0.07% | -14.3% |
| Q3 2022 | $3,103,000 | -8.9% | 74,888 | -5.2% | 0.08% | -3.8% |
| Q2 2022 | $3,407,000 | -24.7% | 78,959 | -3.0% | 0.08% | -14.0% |
| Q1 2022 | $4,524,000 | -18.2% | 81,418 | -10.3% | 0.09% | -16.2% |
| Q4 2021 | $5,529,000 | +17.1% | 90,795 | +8.1% | 0.11% | +6.7% |
| Q3 2021 | $4,721,000 | +3.1% | 84,027 | +3.4% | 0.10% | +6.1% |
| Q2 2021 | $4,577,000 | +14.1% | 81,231 | +939.6% | 0.10% | -1.0% |
| Q1 2021 | $4,013,000 | +10.5% | 7,814 | +8.0% | 0.10% | +3.1% |
| Q4 2020 | $3,631,000 | +13.2% | 7,237 | -2.1% | 0.10% | +1.1% |
| Q3 2020 | $3,209,000 | +55.6% | 7,393 | +40.2% | 0.10% | +43.9% |
| Q2 2020 | $2,063,000 | +54.3% | 5,275 | +17.8% | 0.07% | +32.0% |
| Q1 2020 | $1,337,000 | -3.3% | 4,478 | +13.1% | 0.05% | +11.1% |
| Q4 2019 | $1,383,000 | +22.3% | 3,958 | +9.9% | 0.04% | +7.1% |
| Q3 2019 | $1,131,000 | +1.1% | 3,602 | +1.3% | 0.04% | -2.3% |
| Q2 2019 | $1,119,000 | +16.4% | 3,555 | +12.0% | 0.04% | +7.5% |
| Q1 2019 | $961,000 | +8.7% | 3,174 | -6.6% | 0.04% | -2.4% |
| Q4 2018 | $884,000 | -36.9% | 3,400 | -23.5% | 0.04% | -14.6% |
| Q3 2018 | $1,402,000 | +26.9% | 4,443 | +18.5% | 0.05% | +20.0% |
| Q2 2018 | $1,105,000 | +40.4% | 3,750 | +31.9% | 0.04% | +37.9% |
| Q1 2018 | $787,000 | -47.8% | 2,842 | -48.9% | 0.03% | -37.0% |
| Q4 2017 | $1,507,000 | +152.4% | 5,560 | +137.7% | 0.05% | +84.0% |
| Q3 2017 | $597,000 | +12.0% | 2,339 | +5.9% | 0.02% | 0.0% |
| Q2 2017 | $533,000 | +24.2% | 2,208 | +20.1% | 0.02% | +13.6% |
| Q1 2017 | $429,000 | +32.8% | 1,839 | +20.4% | 0.02% | +22.2% |
| Q4 2016 | $323,000 | – | 1,528 | – | 0.02% | – |
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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% |