FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,942,242 | +32.8% | 56,588 | +38.1% | 0.00% | +33.3% |
| Q2 2023 | $2,216,267 | +11.1% | 40,981 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,994,144 | -42.6% | 41,588 | -51.0% | 0.00% | -40.0% |
| Q4 2022 | $3,475,031 | +586.8% | 84,819 | +594.8% | 0.01% | +400.0% |
| Q3 2022 | $506,000 | +35.7% | 12,207 | +1540.7% | 0.00% | 0.0% |
| Q4 2020 | $373,000 | -21.0% | 744 | -50.2% | 0.00% | 0.0% |
| Q3 2018 | $472,000 | +4.7% | 1,495 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $451,000 | -2.6% | 1,539 | -8.3% | 0.00% | 0.0% |
| Q1 2018 | $463,000 | +39.0% | 1,679 | -0.8% | 0.00% | -50.0% |
| Q4 2015 | $333,000 | -20.0% | 1,693 | -26.2% | 0.00% | 0.0% |
| Q3 2015 | $416,000 | -55.7% | 2,295 | -52.0% | 0.00% | 0.0% |
| Q2 2015 | $940,000 | +82.9% | 4,786 | +79.3% | 0.00% | -33.3% |
| Q1 2015 | $514,000 | +36.7% | 2,669 | +31.9% | 0.00% | +50.0% |
| Q4 2014 | $376,000 | +4.4% | 2,024 | -0.9% | 0.00% | -33.3% |
| Q3 2014 | $360,000 | +6.5% | 2,042 | +4.6% | 0.00% | 0.0% |
| Q2 2014 | $338,000 | +7.3% | 1,953 | +1.9% | 0.00% | 0.0% |
| Q1 2014 | $315,000 | – | 1,916 | – | 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% |