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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,222 | -5.4% | 1,870 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $102,752 | +12.8% | 1,900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $91,105 | -11.1% | 1,900 | -24.0% | 0.00% | 0.0% |
| Q4 2022 | $102,425 | -1.5% | 2,500 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $104,000 | -14.0% | 2,500 | -10.7% | 0.01% | -16.7% |
| Q2 2022 | $121,000 | -41.8% | 2,800 | -25.3% | 0.01% | -25.0% |
| Q1 2022 | $208,000 | -45.8% | 3,750 | -40.5% | 0.01% | -38.5% |
| Q4 2021 | $384,000 | -2.3% | 6,300 | -10.0% | 0.01% | -38.1% |
| Q3 2021 | $393,000 | -0.3% | 7,000 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $394,000 | +9.7% | 7,000 | +900.0% | 0.02% | 0.0% |
| Q1 2021 | $359,000 | – | 700 | – | 0.02% | – |
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% |