FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $59,240 | +13.9% | 1,000 | 0.0% | 0.03% | +11.1% |
| Q3 2023 | $51,990 | -3.9% | 1,000 | 0.0% | 0.03% | +3.8% |
| Q2 2023 | $54,080 | +12.8% | 1,000 | 0.0% | 0.03% | +4.0% |
| Q1 2023 | $47,950 | +134.1% | 1,000 | +100.0% | 0.02% | +127.3% |
| Q4 2022 | $20,485 | -67.0% | 500 | -66.7% | 0.01% | -66.7% |
| Q3 2022 | $62,000 | -4.6% | 1,500 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $65,000 | -41.4% | 1,500 | -25.0% | 0.03% | -29.8% |
| Q1 2022 | $111,000 | -16.5% | 2,000 | -8.7% | 0.05% | -9.6% |
| Q4 2021 | $133,000 | +8.1% | 2,190 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $123,000 | 0.0% | 2,190 | 0.0% | 0.05% | +36.8% |
| Q2 2021 | $123,000 | +9.8% | 2,190 | +900.0% | 0.04% | +15.2% |
| Q1 2021 | $112,000 | +1.8% | 219 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $110,000 | – | 219 | – | 0.03% | – |
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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% |