MERITAGE PORTFOLIO MANAGEMENT - FIDELITY COMWLTH TR ownership

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
MERITAGE PORTFOLIO MANAGEMENT ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2021$256,0000.0%4,5500.0%0.02%0.0%
Q2 2021$256,000
+9.4%
4,550
+900.0%
0.02%
-6.2%
Q1 2021$234,000
+2.6%
4550.0%0.02%
-5.9%
Q4 2020$228,000
+7.5%
455
-36.8%
0.02%
-19.0%
Q2 2018$212,0007200.02%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2020
NameSharesValueWeighting ↓
David Kennon Inc 287,510$11,914,0006.55%
Madison Wealth Partners, Inc 232,083$9,618,0006.29%
Divergent Wealth Advisors 472,438$19,578,0005.30%
Focused Wealth Management, Inc 581,433$24,095,0005.05%
FOCUS Wealth Advisors, LLC 159,844$6,624,0004.69%
Ullmann Wealth Partners Group, LLC 407,993$16,907,0004.66%
EQ LLC 77,584$3,215,0002.78%
Analyst IMS Investment Management Services Ltd. 525,785$22,146,0002.16%
Regal Investment Advisors LLC 405,071$16,786,0001.77%
SMITH CHAS P & ASSOCIATES PA CPAS 408,112$16,912,0001.44%
View complete list of FIDELITY COMWLTH TR shareholders