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 | $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 | 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% |