FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 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 ↓ |
---|---|---|---|
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% |