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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,593 | -15.0% | 5,474 | -21.6% | 0.00% | -100.0% |
| Q1 2023 | $334,691 | +5.4% | 6,980 | -10.0% | 0.00% | 0.0% |
| Q4 2022 | $317,640 | -8.5% | 7,753 | -7.6% | 0.00% | 0.0% |
| Q3 2022 | $347,000 | +35.5% | 8,389 | +41.4% | 0.00% | – |
| Q2 2022 | $256,000 | -70.3% | 5,933 | -61.8% | 0.00% | -100.0% |
| Q1 2022 | $863,000 | -5.1% | 15,537 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $909,000 | -2.2% | 14,917 | -9.8% | 0.00% | -50.0% |
| Q3 2021 | $929,000 | +0.7% | 16,535 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $923,000 | +13.5% | 16,365 | +932.5% | 0.00% | +100.0% |
| Q1 2021 | $813,000 | +2.1% | 1,585 | -0.1% | 0.00% | -50.0% |
| Q4 2020 | $796,000 | +75.3% | 1,587 | +51.7% | 0.00% | +100.0% |
| Q3 2020 | $454,000 | +16.7% | 1,046 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $389,000 | +28.4% | 994 | -2.2% | 0.00% | 0.0% |
| Q1 2020 | $303,000 | -32.8% | 1,016 | -21.4% | 0.00% | 0.0% |
| Q4 2019 | $451,000 | – | 1,292 | – | 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% |