FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 227 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621 | -33.2% | 11,946 | -30.5% | 0.00% | 0.0% |
| Q2 2023 | $930 | -99.8% | 17,200 | +22.9% | 0.00% | 0.0% |
| Q3 2022 | $580,000 | -44.0% | 14,000 | -41.7% | 0.00% | 0.0% |
| Q2 2022 | $1,036,000 | -28.5% | 24,000 | +0.8% | 0.00% | -50.0% |
| Q4 2021 | $1,449,000 | -14.0% | 23,800 | -20.7% | 0.00% | 0.0% |
| Q3 2021 | $1,685,000 | -6.3% | 30,000 | -6.0% | 0.00% | 0.0% |
| Q2 2021 | $1,798,000 | -2.8% | 31,900 | +786.1% | 0.00% | 0.0% |
| Q1 2021 | $1,849,000 | +53.6% | 3,600 | +50.0% | 0.00% | +100.0% |
| Q4 2020 | $1,204,000 | +6.7% | 2,400 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $1,128,000 | -28.3% | 2,600 | -42.2% | 0.00% | 0.0% |
| Q4 2019 | $1,573,000 | +317.2% | 4,500 | +275.0% | 0.00% | – |
| Q3 2019 | $377,000 | -65.8% | 1,200 | -65.7% | 0.00% | -100.0% |
| Q2 2019 | $1,101,000 | +203.3% | 3,500 | +191.7% | 0.00% | – |
| Q1 2019 | $363,000 | -28.1% | 1,200 | -25.0% | 0.00% | -100.0% |
| Q3 2018 | $505,000 | -69.4% | 1,600 | -72.4% | 0.00% | 0.0% |
| Q2 2018 | $1,648,000 | +75.1% | 5,800 | +70.6% | 0.00% | 0.0% |
| Q1 2018 | $941,000 | +247.2% | 3,400 | +240.0% | 0.00% | – |
| Q4 2017 | $271,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 285,647 | $11,702,946 | 6.09% |
| Madison Wealth Partners, Inc | 237,787 | $9,742,114 | 5.68% |
| Divergent Wealth Advisors | 479,527 | $19,646,215 | 4.92% |
| LJI Wealth Management, LLC | 331,670 | $13,588,507 | 4.76% |
| Ullmann Wealth Partners Group, LLC | 429,114 | $17,580,814 | 4.32% |
| FOCUS Wealth Advisors, LLC | 152,438 | $6,245,397 | 4.32% |
| Harvest Investment Advisors, LLC | 100,510 | $4,117,895 | 3.87% |
| jvl associates llc | 124,190 | $5,088,064 | 2.96% |
| KM Capital Management Ltd. | 63,436 | $2,599,010 | 2.58% |
| HOLLENCREST CAPITAL MANAGEMENT | 371,708 | $15,228,877 | 1.88% |