FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $383,992 | +4.8% | 5,491 | -3.5% | 0.00% | – |
| Q1 2024 | $366,476 | +8.7% | 5,691 | +0.0% | 0.00% | – |
| Q4 2023 | $337,075 | +34.9% | 5,690 | +18.4% | 0.00% | – |
| Q3 2023 | $249,782 | -14.9% | 4,804 | -11.5% | 0.00% | – |
| Q2 2023 | $293,593 | +85.4% | 5,429 | +64.4% | 0.00% | – |
| Q1 2023 | $158,395 | -14.1% | 3,303 | -26.6% | 0.00% | – |
| Q4 2022 | $184,434 | +34.6% | 4,502 | +36.3% | 0.00% | – |
| Q3 2022 | $137,000 | -47.1% | 3,302 | -45.0% | 0.00% | – |
| Q2 2022 | $259,000 | -22.5% | 6,001 | +0.0% | 0.00% | – |
| Q1 2022 | $334,000 | +82.5% | 6,000 | +100.0% | 0.00% | – |
| Q4 2021 | $183,000 | +8.3% | 3,000 | 0.0% | 0.00% | – |
| Q3 2021 | $169,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
| Q2 2021 | $169,000 | +9.7% | 3,000 | +900.0% | 0.00% | – |
| Q1 2021 | $154,000 | +2.7% | 300 | 0.0% | 0.00% | – |
| Q4 2020 | $150,000 | +15.4% | 300 | 0.0% | 0.00% | – |
| Q3 2020 | $130,000 | +11.1% | 300 | 0.0% | 0.00% | – |
| Q2 2020 | $117,000 | +30.0% | 300 | 0.0% | 0.00% | – |
| Q1 2020 | $90,000 | -8.2% | 300 | +7.1% | 0.00% | – |
| Q4 2019 | $98,000 | +11.4% | 280 | 0.0% | 0.00% | – |
| Q3 2019 | $88,000 | +144.4% | 280 | +81.8% | 0.00% | – |
| Q1 2017 | $36,000 | -63.3% | 154 | -69.2% | 0.00% | – |
| Q4 2015 | $98,000 | +32.4% | 500 | +33.3% | 0.00% | – |
| Q2 2015 | $74,000 | – | 375 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 296,230 | $18,040,000 | 10.80% |
| EQ LLC | 174,077 | $10,601,000 | 7.40% |
| Madison Wealth Partners, Inc | 189,016 | $11,511,000 | 5.79% |
| Divergent Wealth Advisors | 422,338 | $25,720,000 | 5.21% |
| Analyst IMS Investment Management Services Ltd. | 615,000 | $37,730,000 | 3.58% |
| Wealthstar Advisors, LLC | 146,467 | $8,916,000 | 3.06% |
| ISLAY CAPITAL MANAGEMENT, LLC | 39,212 | $2,388,000 | 1.81% |
| Navis Wealth Advisors, LLC | 33,310 | $2,029,000 | 1.71% |
| Lineweaver Wealth Advisors, LLC | 91,223 | $5,555,000 | 1.60% |
| Regal Investment Advisors LLC | 275,012 | $16,748,000 | 1.48% |