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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,312,044 | -14.8% | 1,390,883 | -11.4% | 0.04% | -12.8% |
| Q2 2023 | $84,859,698 | +5.9% | 1,569,151 | -6.1% | 0.05% | -4.1% |
| Q1 2023 | $80,094,395 | +100756.8% | 1,670,373 | -13.8% | 0.05% | -9.3% |
| Q4 2022 | $79,414 | -99.9% | 1,938,351 | +1.1% | 0.05% | -10.0% |
| Q3 2022 | $79,420,000 | +5948.7% | 1,916,499 | +6197.9% | 0.06% | +5900.0% |
| Q2 2022 | $1,313,000 | -21.3% | 30,431 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $1,669,000 | -9.6% | 30,031 | -0.9% | 0.00% | 0.0% |
| Q4 2021 | $1,846,000 | +6.1% | 30,309 | -2.1% | 0.00% | 0.0% |
| Q3 2021 | $1,740,000 | -4.3% | 30,970 | -4.0% | 0.00% | 0.0% |
| Q2 2021 | $1,818,000 | +27.3% | 32,260 | +1060.4% | 0.00% | 0.0% |
| Q1 2021 | $1,428,000 | +16.5% | 2,780 | +13.8% | 0.00% | 0.0% |
| Q4 2020 | $1,226,000 | +5.0% | 2,443 | -9.2% | 0.00% | 0.0% |
| Q3 2020 | $1,168,000 | +89.3% | 2,691 | +70.5% | 0.00% | 0.0% |
| Q2 2020 | $617,000 | +46.9% | 1,578 | +12.2% | 0.00% | 0.0% |
| Q1 2020 | $420,000 | -48.8% | 1,406 | -40.1% | 0.00% | 0.0% |
| Q4 2019 | $820,000 | -30.1% | 2,346 | -37.2% | 0.00% | 0.0% |
| Q3 2019 | $1,173,000 | +56.0% | 3,737 | +56.4% | 0.00% | 0.0% |
| Q2 2019 | $752,000 | -44.4% | 2,389 | -50.4% | 0.00% | 0.0% |
| Q1 2019 | $1,353,000 | +114.8% | 4,814 | +98.5% | 0.00% | 0.0% |
| Q4 2018 | $630,000 | -14.2% | 2,425 | +4.3% | 0.00% | 0.0% |
| Q3 2018 | $734,000 | +0.8% | 2,325 | -5.9% | 0.00% | 0.0% |
| Q2 2018 | $728,000 | -11.5% | 2,471 | -16.9% | 0.00% | 0.0% |
| Q1 2018 | $823,000 | +107.3% | 2,974 | +103.1% | 0.00% | 0.0% |
| Q4 2017 | $397,000 | +5.9% | 1,464 | -0.5% | 0.00% | 0.0% |
| Q3 2017 | $375,000 | +81.2% | 1,471 | +72.0% | 0.00% | – |
| Q2 2017 | $207,000 | -2.8% | 855 | -15.1% | 0.00% | – |
| Q4 2016 | $213,000 | – | 1,007 | – | 0.00% | – |
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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% |