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 | $2,287,352 | -0.6% | 43,996 | +3.4% | 0.24% | +2.6% |
| Q2 2023 | $2,300,942 | +70.4% | 42,547 | -67.1% | 0.23% | +212.0% |
| Q1 2023 | $1,350,460 | -42.8% | 129,319 | +124.4% | 0.08% | -28.6% |
| Q4 2022 | $2,361,072 | -14.0% | 57,629 | -13.0% | 0.10% | -35.2% |
| Q3 2022 | $2,744,000 | -4.1% | 66,216 | +0.8% | 0.16% | -36.2% |
| Q2 2022 | $2,860,000 | -36.8% | 65,674 | -19.3% | 0.25% | -0.4% |
| Q1 2022 | $4,524,000 | +25.6% | 81,422 | +37.7% | 0.26% | -16.4% |
| Q4 2021 | $3,602,000 | – | 59,150 | – | 0.30% | – |
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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% |