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 | $11,081,189 | +2.4% | 213,140 | +6.5% | 0.00% | 0.0% |
| Q2 2023 | $10,823,733 | +6.2% | 200,143 | -5.8% | 0.00% | 0.0% |
| Q1 2023 | $10,191,725 | +31.3% | 212,549 | +12.2% | 0.00% | 0.0% |
| Q4 2022 | $7,761,937 | +9.6% | 189,454 | +10.9% | 0.00% | 0.0% |
| Q3 2022 | $7,079,000 | -6.0% | 170,822 | -2.1% | 0.00% | 0.0% |
| Q2 2022 | $7,531,000 | -20.8% | 174,511 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $9,503,000 | -2.1% | 171,044 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $9,710,000 | +12.6% | 159,437 | +3.8% | 0.00% | 0.0% |
| Q3 2021 | $8,626,000 | +5.5% | 153,554 | +5.8% | 0.00% | 0.0% |
| Q2 2021 | $8,176,000 | +5.9% | 145,083 | +864.8% | 0.00% | 0.0% |
| Q1 2021 | $7,723,000 | +12.5% | 15,038 | +9.9% | 0.00% | 0.0% |
| Q4 2020 | $6,863,000 | +21.8% | 13,680 | +5.4% | 0.00% | 0.0% |
| Q3 2020 | $5,635,000 | +26.6% | 12,984 | +14.1% | 0.00% | 0.0% |
| Q2 2020 | $4,450,000 | +32.7% | 11,378 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $3,353,000 | -25.2% | 11,230 | -12.5% | 0.00% | 0.0% |
| Q4 2019 | $4,485,000 | +11.0% | 12,831 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $4,041,000 | +5.3% | 12,868 | +5.5% | 0.00% | 0.0% |
| Q2 2019 | $3,838,000 | -52.4% | 12,196 | -54.2% | 0.00% | -50.0% |
| Q1 2019 | $8,058,000 | +36.5% | 26,622 | +17.2% | 0.00% | 0.0% |
| Q4 2018 | $5,904,000 | +78.4% | 22,712 | +116.6% | 0.00% | +100.0% |
| Q3 2018 | $3,310,000 | +32.8% | 10,486 | +23.9% | 0.00% | 0.0% |
| Q2 2018 | $2,493,000 | -13.7% | 8,463 | -18.9% | 0.00% | 0.0% |
| Q1 2018 | $2,888,000 | +28.5% | 10,431 | +25.8% | 0.00% | 0.0% |
| Q4 2017 | $2,248,000 | -56.2% | 8,290 | -58.8% | 0.00% | -50.0% |
| Q3 2017 | $5,130,000 | +53.1% | 20,107 | +44.9% | 0.00% | +100.0% |
| Q2 2017 | $3,351,000 | +12.9% | 13,873 | +9.0% | 0.00% | – |
| Q1 2017 | $2,968,000 | -34.2% | 12,728 | -40.2% | 0.00% | -100.0% |
| Q4 2016 | $4,508,000 | +35.9% | 21,300 | +34.1% | 0.00% | 0.0% |
| Q3 2016 | $3,318,000 | +1.2% | 15,882 | -7.9% | 0.00% | 0.0% |
| Q2 2016 | $3,280,000 | -11.5% | 17,246 | -11.0% | 0.00% | 0.0% |
| Q1 2016 | $3,707,000 | -9.7% | 19,383 | -7.0% | 0.00% | 0.0% |
| Q4 2015 | $4,104,000 | +10.6% | 20,853 | +1.8% | 0.00% | 0.0% |
| Q3 2015 | $3,709,000 | -13.0% | 20,483 | -5.7% | 0.00% | 0.0% |
| Q2 2015 | $4,263,000 | +8.6% | 21,717 | +6.5% | 0.00% | 0.0% |
| Q1 2015 | $3,927,000 | +13.5% | 20,385 | +9.5% | 0.00% | 0.0% |
| Q4 2014 | $3,459,000 | -4.5% | 18,619 | -9.3% | 0.00% | 0.0% |
| Q3 2014 | $3,622,000 | +294.1% | 20,535 | +286.4% | 0.00% | – |
| Q2 2014 | $919,000 | +17.5% | 5,314 | +11.8% | 0.00% | – |
| Q1 2014 | $782,000 | +2.0% | 4,753 | +1.6% | 0.00% | – |
| Q4 2013 | $767,000 | -2.3% | 4,677 | -11.9% | 0.00% | – |
| Q3 2013 | $785,000 | -6.9% | 5,309 | -15.5% | 0.00% | – |
| Q2 2013 | $843,000 | – | 6,286 | – | 0.00% | – |
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% |