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 | $5,057,289 | -41.2% | 97,275 | -38.8% | 0.00% | -50.0% |
| Q2 2023 | $8,601,478 | -35.2% | 159,051 | -42.6% | 0.00% | -50.0% |
| Q1 2023 | $13,278,365 | +59.1% | 276,920 | +35.9% | 0.00% | +33.3% |
| Q4 2022 | $8,347,795 | +161.4% | 203,754 | +164.5% | 0.00% | +200.0% |
| Q3 2022 | $3,193,000 | +2.3% | 77,041 | +6.5% | 0.00% | 0.0% |
| Q2 2022 | $3,121,000 | -22.7% | 72,314 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $4,037,000 | -35.9% | 72,666 | -29.7% | 0.00% | -50.0% |
| Q4 2021 | $6,294,000 | +30.1% | 103,353 | +20.0% | 0.00% | +100.0% |
| Q3 2021 | $4,837,000 | -7.1% | 86,092 | -6.8% | 0.00% | 0.0% |
| Q2 2021 | $5,206,000 | -2.4% | 92,388 | +789.1% | 0.00% | 0.0% |
| Q1 2021 | $5,336,000 | -21.3% | 10,391 | -23.2% | 0.00% | -50.0% |
| Q4 2020 | $6,784,000 | +9.7% | 13,524 | -5.1% | 0.00% | 0.0% |
| Q3 2020 | $6,186,000 | -7.5% | 14,255 | -16.6% | 0.00% | 0.0% |
| Q2 2020 | $6,687,000 | +4.1% | 17,093 | -20.6% | 0.00% | 0.0% |
| Q1 2020 | $6,424,000 | -21.7% | 21,516 | -8.3% | 0.00% | 0.0% |
| Q4 2019 | $8,200,000 | +7.8% | 23,460 | -3.2% | 0.00% | 0.0% |
| Q3 2019 | $7,607,000 | +0.9% | 24,225 | +1.1% | 0.00% | 0.0% |
| Q2 2019 | $7,540,000 | +14.7% | 23,960 | +10.4% | 0.00% | 0.0% |
| Q1 2019 | $6,572,000 | +108.0% | 21,712 | +78.6% | 0.00% | +100.0% |
| Q4 2018 | $3,160,000 | -12.4% | 12,155 | +6.4% | 0.00% | 0.0% |
| Q3 2018 | $3,607,000 | -8.2% | 11,428 | -14.3% | 0.00% | 0.0% |
| Q2 2018 | $3,931,000 | +25.5% | 13,340 | +17.9% | 0.00% | 0.0% |
| Q1 2018 | $3,133,000 | -32.8% | 11,319 | -34.1% | 0.00% | 0.0% |
| Q4 2017 | $4,659,000 | -14.8% | 17,185 | -19.8% | 0.00% | -50.0% |
| Q3 2017 | $5,467,000 | +29.0% | 21,424 | +22.1% | 0.00% | +100.0% |
| Q2 2017 | $4,239,000 | +65.1% | 17,550 | +59.4% | 0.00% | 0.0% |
| Q1 2017 | $2,568,000 | +84.6% | 11,009 | +67.5% | 0.00% | – |
| Q4 2016 | $1,391,000 | +94.0% | 6,572 | +91.5% | 0.00% | – |
| Q3 2016 | $717,000 | +12.4% | 3,431 | +2.3% | 0.00% | – |
| Q2 2016 | $638,000 | -6.0% | 3,355 | -5.5% | 0.00% | – |
| Q1 2016 | $679,000 | -5.2% | 3,550 | -2.4% | 0.00% | – |
| Q4 2015 | $716,000 | +8.0% | 3,638 | -0.6% | 0.00% | – |
| Q3 2015 | $663,000 | -4.2% | 3,660 | +3.9% | 0.00% | – |
| Q2 2015 | $692,000 | -60.6% | 3,522 | -61.4% | 0.00% | – |
| Q1 2015 | $1,758,000 | +136.6% | 9,124 | +128.1% | 0.00% | – |
| Q4 2014 | $743,000 | +5.2% | 4,000 | 0.0% | 0.00% | – |
| Q3 2014 | $706,000 | +3.5% | 4,000 | +1.5% | 0.00% | – |
| Q2 2014 | $682,000 | +176.1% | 3,940 | +163.0% | 0.00% | – |
| Q1 2014 | $247,000 | +274.2% | 1,498 | +271.7% | 0.00% | – |
| Q4 2013 | $66,000 | +100.0% | 403 | +83.2% | 0.00% | – |
| Q3 2013 | $33,000 | +57.1% | 220 | +39.2% | 0.00% | – |
| Q2 2013 | $21,000 | – | 158 | – | 0.00% | – |
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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% |