FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $160,146 | +9.6% | 3,080 | +14.0% | 0.02% | +11.8% |
| Q2 2023 | $146,097 | +12.0% | 2,702 | -0.7% | 0.02% | 0.0% |
| Q1 2023 | $130,402 | -4.9% | 2,720 | -18.7% | 0.02% | -15.0% |
| Q4 2022 | $137,073 | +8.8% | 3,346 | +10.4% | 0.02% | -4.8% |
| Q3 2022 | $126,000 | +29.9% | 3,030 | +35.3% | 0.02% | +31.2% |
| Q2 2022 | $97,000 | -21.8% | 2,240 | +0.2% | 0.02% | -15.8% |
| Q1 2022 | $124,000 | -8.8% | 2,236 | +0.1% | 0.02% | -5.0% |
| Q4 2021 | $136,000 | +17.2% | 2,233 | +8.0% | 0.02% | +5.3% |
| Q3 2021 | $116,000 | -26.1% | 2,067 | -25.8% | 0.02% | -29.6% |
| Q2 2021 | $157,000 | +9.8% | 2,784 | +901.4% | 0.03% | -3.6% |
| Q1 2021 | $143,000 | +2.9% | 278 | 0.0% | 0.03% | -6.7% |
| Q4 2020 | $139,000 | +15.8% | 278 | +0.4% | 0.03% | 0.0% |
| Q3 2020 | $120,000 | +11.1% | 277 | 0.0% | 0.03% | -9.1% |
| Q2 2020 | $108,000 | +31.7% | 277 | +0.4% | 0.03% | -21.4% |
| Q1 2020 | $82,000 | -15.5% | 276 | +0.4% | 0.04% | -2.3% |
| Q4 2019 | $97,000 | +16.9% | 275 | +1.1% | 0.04% | -4.4% |
| Q3 2019 | $83,000 | -3.5% | 272 | +0.4% | 0.04% | -4.3% |
| Q2 2019 | $86,000 | +4.9% | 271 | +0.4% | 0.05% | -4.1% |
| Q1 2019 | $82,000 | +17.1% | 270 | 0.0% | 0.05% | -3.9% |
| Q4 2018 | $70,000 | -17.6% | 270 | +0.4% | 0.05% | +4.1% |
| Q3 2018 | $85,000 | +254.2% | 269 | +236.2% | 0.05% | +250.0% |
| Q2 2018 | $24,000 | – | 80 | – | 0.01% | – |
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% |