FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,464,004 | +5.8% | 566,724 | +10.1% | 0.00% | 0.0% |
| Q2 2023 | $27,847,753 | +3.6% | 514,936 | -8.2% | 0.00% | 0.0% |
| Q1 2023 | $26,890,663 | -11.9% | 560,806 | -24.7% | 0.00% | 0.0% |
| Q4 2022 | $30,524,458 | +50.6% | 745,044 | +52.3% | 0.00% | +50.0% |
| Q3 2022 | $20,268,000 | -28.3% | 489,095 | -25.3% | 0.00% | -33.3% |
| Q2 2022 | $28,262,000 | +3.6% | 654,967 | +33.4% | 0.00% | 0.0% |
| Q1 2022 | $27,278,000 | -4.0% | 490,979 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $28,406,000 | +12.5% | 466,433 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $25,253,000 | -21.0% | 449,490 | -20.8% | 0.00% | 0.0% |
| Q2 2021 | $31,962,000 | +32.1% | 567,195 | +1103.7% | 0.00% | 0.0% |
| Q1 2021 | $24,199,000 | -15.6% | 47,120 | -17.6% | 0.00% | -25.0% |
| Q4 2020 | $28,679,000 | +12.4% | 57,168 | -2.8% | 0.00% | +33.3% |
| Q3 2020 | $25,515,000 | +5.0% | 58,790 | -5.4% | 0.00% | -25.0% |
| Q2 2020 | $24,303,000 | +24.2% | 62,128 | -5.2% | 0.00% | 0.0% |
| Q1 2020 | $19,563,000 | +10.5% | 65,519 | +29.4% | 0.00% | +33.3% |
| Q4 2019 | $17,698,000 | +5.7% | 50,630 | -5.1% | 0.00% | +50.0% |
| Q3 2019 | $16,751,000 | -0.3% | 53,347 | -0.1% | 0.00% | -33.3% |
| Q2 2019 | $16,807,000 | +3.3% | 53,412 | -0.6% | 0.00% | 0.0% |
| Q1 2019 | $16,270,000 | -24.2% | 53,755 | -34.9% | 0.00% | -25.0% |
| Q4 2018 | $21,475,000 | -6.6% | 82,609 | +13.4% | 0.00% | 0.0% |
| Q3 2018 | $22,989,000 | +9.9% | 72,840 | +2.6% | 0.00% | +33.3% |
| Q2 2018 | $20,917,000 | +7.8% | 70,986 | +1.3% | 0.00% | 0.0% |
| Q1 2018 | $19,410,000 | -26.1% | 70,103 | -27.6% | 0.00% | -25.0% |
| Q4 2017 | $26,251,000 | +25.4% | 96,825 | +18.0% | 0.00% | +33.3% |
| Q3 2017 | $20,932,000 | +20.5% | 82,032 | +14.1% | 0.00% | 0.0% |
| Q2 2017 | $17,365,000 | +4.1% | 71,889 | +0.5% | 0.00% | 0.0% |
| Q1 2017 | $16,676,000 | +11.4% | 71,499 | +1.1% | 0.00% | 0.0% |
| Q4 2016 | $14,973,000 | +196.3% | 70,754 | +192.5% | 0.00% | +200.0% |
| Q3 2016 | $5,054,000 | +128.1% | 24,193 | +107.6% | 0.00% | 0.0% |
| Q2 2016 | $2,216,000 | +16.4% | 11,653 | +17.1% | 0.00% | – |
| Q1 2016 | $1,903,000 | -77.1% | 9,950 | -76.5% | 0.00% | -100.0% |
| Q4 2015 | $8,326,000 | +116.8% | 42,308 | +99.5% | 0.00% | +100.0% |
| Q3 2015 | $3,841,000 | -31.8% | 21,209 | -26.1% | 0.00% | -50.0% |
| Q2 2015 | $5,636,000 | +1.3% | 28,709 | -0.6% | 0.00% | 0.0% |
| Q1 2015 | $5,562,000 | +77.8% | 28,874 | +71.4% | 0.00% | +100.0% |
| Q4 2014 | $3,129,000 | +18.9% | 16,842 | +12.9% | 0.00% | 0.0% |
| Q3 2014 | $2,631,000 | +24.2% | 14,916 | +21.8% | 0.00% | 0.0% |
| Q2 2014 | $2,119,000 | -52.2% | 12,249 | -54.5% | 0.00% | -50.0% |
| Q1 2014 | $4,429,000 | +230.5% | 26,904 | +229.5% | 0.00% | – |
| Q4 2013 | $1,340,000 | +16.1% | 8,165 | +4.6% | 0.00% | – |
| Q3 2013 | $1,154,000 | +9.5% | 7,803 | -0.7% | 0.00% | – |
| Q2 2013 | $1,054,000 | – | 7,861 | – | 0.00% | – |
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% |