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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $232,000 | -46.0% | 4,188 | -40.8% | 0.07% | -40.0% |
| Q4 2021 | $430,000 | +21.1% | 7,072 | +11.8% | 0.12% | +47.4% |
| Q3 2021 | $355,000 | +5.7% | 6,325 | +6.2% | 0.08% | +21.9% |
| Q2 2021 | $336,000 | -25.0% | 5,955 | +582.9% | 0.06% | -26.4% |
| Q1 2021 | $448,000 | -3.2% | 872 | -5.5% | 0.09% | +4.8% |
| Q4 2020 | $463,000 | +18.4% | 923 | +2.4% | 0.08% | +3.8% |
| Q3 2020 | $391,000 | -39.5% | 901 | -51.2% | 0.08% | -38.5% |
| Q4 2019 | $646,000 | +48.5% | 1,847 | +33.5% | 0.13% | +34.0% |
| Q3 2019 | $435,000 | -4.0% | 1,384 | -3.8% | 0.10% | -24.2% |
| Q2 2019 | $453,000 | -6.2% | 1,439 | -9.7% | 0.13% | -12.9% |
| Q1 2019 | $483,000 | +83.0% | 1,594 | +90.4% | 0.15% | +88.5% |
| Q3 2018 | $264,000 | +25.7% | 837 | +23.5% | 0.08% | +27.9% |
| Q2 2018 | $210,000 | -47.4% | 678 | -52.9% | 0.06% | -47.0% |
| Q1 2018 | $399,000 | -29.3% | 1,439 | -25.3% | 0.12% | -19.0% |
| Q4 2017 | $564,000 | – | 1,926 | – | 0.14% | – |
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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% |