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 2023 | $24,220,752 | -7.0% | 465,829 | -3.3% | 0.01% | 0.0% |
| Q2 2023 | $26,030,545 | +17.7% | 481,496 | +4.4% | 0.01% | +14.3% |
| Q1 2023 | $22,106,676 | +16.4% | 461,128 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $19,000,000 | +16.5% | 463,740 | +17.8% | 0.01% | +16.7% |
| Q3 2022 | $16,309,000 | -20.4% | 393,554 | -17.1% | 0.01% | -14.3% |
| Q2 2022 | $20,489,000 | +7.5% | 474,557 | +38.5% | 0.01% | +16.7% |
| Q1 2022 | $19,063,000 | -2.8% | 342,691 | +6.4% | 0.01% | +20.0% |
| Q4 2021 | $19,611,000 | +1.5% | 322,157 | -6.4% | 0.01% | -16.7% |
| Q3 2021 | $19,325,000 | -5.6% | 344,128 | -5.4% | 0.01% | 0.0% |
| Q2 2021 | $20,473,000 | +33.7% | 363,655 | +1119.2% | 0.01% | +20.0% |
| Q1 2021 | $15,317,000 | +6.8% | 29,828 | +4.2% | 0.01% | 0.0% |
| Q4 2020 | $14,344,000 | +47.1% | 28,612 | +27.5% | 0.01% | +25.0% |
| Q3 2020 | $9,751,000 | +53.9% | 22,441 | +38.6% | 0.00% | +33.3% |
| Q2 2020 | $6,335,000 | +21.4% | 16,192 | -7.2% | 0.00% | 0.0% |
| Q1 2020 | $5,217,000 | -33.0% | 17,457 | -21.6% | 0.00% | 0.0% |
| Q4 2019 | $7,784,000 | +22.6% | 22,269 | +10.2% | 0.00% | 0.0% |
| Q3 2019 | $6,347,000 | +11.0% | 20,212 | +10.6% | 0.00% | 0.0% |
| Q2 2019 | $5,716,000 | +35.4% | 18,281 | +31.1% | 0.00% | +50.0% |
| Q1 2019 | $4,221,000 | +139.0% | 13,945 | +105.3% | 0.00% | +100.0% |
| Q4 2018 | $1,766,000 | +7.2% | 6,794 | +30.2% | 0.00% | 0.0% |
| Q3 2018 | $1,647,000 | +54.2% | 5,217 | +44.8% | 0.00% | – |
| Q2 2018 | $1,068,000 | +36.2% | 3,602 | +27.0% | 0.00% | – |
| Q1 2018 | $784,000 | -38.3% | 2,837 | -65.1% | 0.00% | -100.0% |
| Q4 2017 | $1,270,000 | +59.9% | 8,133 | +210.8% | 0.00% | – |
| Q3 2017 | $794,000 | +26.4% | 2,617 | +0.7% | 0.00% | – |
| Q2 2017 | $628,000 | +17.2% | 2,600 | +13.0% | 0.00% | – |
| Q1 2017 | $536,000 | +38.5% | 2,300 | +25.9% | 0.00% | – |
| Q4 2016 | $387,000 | +15.2% | 1,827 | +13.7% | 0.00% | – |
| Q3 2016 | $336,000 | +23.1% | 1,607 | +11.8% | 0.00% | – |
| Q2 2016 | $273,000 | +21.3% | 1,438 | +22.4% | 0.00% | – |
| Q1 2016 | $225,000 | – | 1,175 | – | 0.00% | – |
Download | ||||||
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% |