FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 135 filers reported holding FIDELITY COMWLTH TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $937,000 | -5.2% | 16,685 | -4.8% | 0.06% | -4.5% |
| Q2 2021 | $988,000 | +17.9% | 17,525 | +973.8% | 0.07% | +8.2% |
| Q1 2021 | $838,000 | +7.4% | 1,632 | +5.0% | 0.06% | +1.7% |
| Q4 2020 | $780,000 | +14.9% | 1,554 | +4.5% | 0.06% | +1.7% |
| Q3 2020 | $679,000 | +31.3% | 1,487 | +12.6% | 0.06% | +18.0% |
| Q2 2020 | $517,000 | +31.2% | 1,321 | +0.1% | 0.05% | +11.1% |
| Q1 2020 | $394,000 | +55.7% | 1,320 | +82.1% | 0.04% | +87.5% |
| Q4 2019 | $253,000 | +11.0% | 725 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $228,000 | -0.9% | 725 | -1.0% | 0.02% | 0.0% |
| Q2 2019 | $230,000 | +1.3% | 732 | -2.3% | 0.02% | -4.0% |
| Q1 2019 | $227,000 | – | 749 | – | 0.02% | – |
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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% |