FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
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% | – |
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% |