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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $126 | -33.3% | 2,626 | -43.0% | 0.01% | -44.4% |
| Q4 2022 | $189 | -100.0% | 4,603 | -51.9% | 0.02% | -53.8% |
| Q3 2022 | $396,000 | -6.2% | 9,568 | -2.1% | 0.04% | -7.1% |
| Q2 2022 | $422,000 | -44.8% | 9,778 | -28.9% | 0.04% | -30.0% |
| Q1 2022 | $764,000 | -14.5% | 13,746 | -6.4% | 0.06% | -11.8% |
| Q4 2021 | $894,000 | +8.2% | 14,683 | -0.1% | 0.07% | -1.4% |
| Q3 2021 | $826,000 | -7.8% | 14,699 | -7.5% | 0.07% | -8.0% |
| Q2 2021 | $896,000 | +27.1% | 15,892 | +1058.3% | 0.08% | +7.1% |
| Q1 2021 | $705,000 | +5.9% | 1,372 | +3.3% | 0.07% | 0.0% |
| Q4 2020 | $666,000 | +289.5% | 1,328 | +204.6% | 0.07% | +180.0% |
| Q2 2020 | $171,000 | +40.2% | 436 | +7.1% | 0.02% | +4.2% |
| Q1 2020 | $122,000 | -80.3% | 407 | -77.1% | 0.02% | -72.4% |
| Q4 2019 | $620,000 | +18.1% | 1,775 | +6.2% | 0.09% | +6.1% |
| Q3 2019 | $525,000 | +0.4% | 1,671 | +0.6% | 0.08% | 0.0% |
| Q2 2019 | $523,000 | -60.4% | 1,661 | +315.2% | 0.08% | +925.0% |
| Q1 2019 | $1,320,000 | +436.6% | 400 | +39900.0% | 0.01% | -81.8% |
| Q3 2018 | $246,000 | +7.9% | 1 | -99.9% | 0.04% | +41.9% |
| Q2 2018 | $228,000 | +101.8% | 775 | +90.4% | 0.03% | +14.8% |
| Q1 2018 | $113,000 | – | 407 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| FOCUS Wealth Advisors, LLC | 301,128 | $16,731,000 | 9.97% |
| EQ LLC | 164,913 | $9,163,000 | 6.66% |
| Madison Wealth Partners, Inc | 200,156 | $11,121,000 | 6.22% |
| Divergent Wealth Advisors | 459,730 | $25,543,000 | 5.30% |
| Ullmann Wealth Partners Group, LLC | 201,164 | $11,177,000 | 2.86% |
| Analyst IMS Investment Management Services Ltd. | 524,717 | $29,153,000 | 2.58% |
| GeoWealth Management, LLC | 433,160 | $24,066,000 | 2.12% |
| Navis Wealth Advisors, LLC | 33,310 | $1,851,000 | 1.64% |
| SMITH CHAS P & ASSOCIATES PA CPAS | 356,641 | $19,815,000 | 1.50% |
| Regal Investment Advisors LLC | 286,241 | $15,904,000 | 1.46% |