FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,018 | -62.0% | 8,175 | -65.0% | 0.00% | – |
| Q1 2023 | $1,119,824 | -26.0% | 23,354 | -36.8% | 0.00% | – |
| Q4 2022 | $1,512,940 | -60.6% | 36,928 | -60.1% | 0.00% | -100.0% |
| Q3 2022 | $3,836,000 | +205.2% | 92,573 | +217.8% | 0.00% | – |
| Q2 2022 | $1,257,000 | -22.3% | 29,130 | 0.0% | 0.00% | – |
| Q1 2022 | $1,618,000 | +89.7% | 29,130 | +108.1% | 0.00% | – |
| Q4 2021 | $853,000 | +136.9% | 14,000 | +118.6% | 0.00% | – |
| Q3 2021 | $360,000 | -82.2% | 6,403 | -82.2% | 0.00% | – |
| Q2 2021 | $2,022,000 | +9.7% | 35,880 | +900.0% | 0.00% | – |
| Q1 2021 | $1,843,000 | -52.9% | 3,588 | -54.0% | 0.00% | -100.0% |
| Q4 2020 | $3,913,000 | +15.6% | 7,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,385,000 | +51.3% | 7,800 | +10.0% | 0.00% | 0.0% |
| Q3 2018 | $2,238,000 | -11.5% | 7,091 | -28.4% | 0.00% | 0.0% |
| Q3 2017 | $2,528,000 | +5.7% | 9,907 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $2,391,000 | +127.7% | 9,900 | +99.5% | 0.00% | – |
| Q4 2016 | $1,050,000 | -67.6% | 4,962 | -68.0% | 0.00% | -100.0% |
| Q3 2016 | $3,243,000 | +868.1% | 15,524 | +785.1% | 0.00% | – |
| Q1 2016 | $335,000 | -86.6% | 1,754 | -86.2% | 0.00% | -100.0% |
| Q4 2015 | $2,501,000 | -51.7% | 12,710 | -55.5% | 0.00% | -50.0% |
| Q3 2015 | $5,175,000 | – | 28,577 | – | 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% |