FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878 | +11.0% | 16,894 | +15.5% | 0.00% | 0.0% |
| Q2 2023 | $791 | +26.2% | 14,623 | +11.8% | 0.00% | 0.0% |
| Q1 2023 | $627 | +21.3% | 13,082 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $517 | -99.9% | 12,613 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $517,000 | -3.4% | 12,482 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $535,000 | -36.7% | 12,408 | -18.4% | 0.00% | -40.0% |
| Q1 2022 | $845,000 | +16.7% | 15,212 | +28.0% | 0.01% | +25.0% |
| Q4 2021 | $724,000 | +8.1% | 11,882 | -0.4% | 0.00% | -20.0% |
| Q3 2021 | $670,000 | -18.4% | 11,932 | -18.1% | 0.01% | -16.7% |
| Q2 2021 | $821,000 | +32.4% | 14,570 | +20.7% | 0.01% | 0.0% |
| Q1 2021 | $620,000 | -1.1% | 12,070 | +865.6% | 0.01% | -25.0% |
| Q4 2020 | $627,000 | – | 1,250 | – | 0.01% | – |
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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% |