FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,119 | +6.7% | 7,080 | +10.9% | 0.00% | – |
| Q2 2023 | $345,139 | +50.8% | 6,382 | +33.7% | 0.00% | – |
| Q1 2023 | $228,865 | +25.0% | 4,773 | +6.8% | 0.00% | – |
| Q4 2022 | $183,096 | -79.1% | 4,469 | -78.8% | 0.00% | -100.0% |
| Q3 2022 | $875,000 | +383.4% | 21,100 | +403.6% | 0.00% | – |
| Q2 2022 | $181,000 | -44.0% | 4,190 | -27.9% | 0.00% | -100.0% |
| Q1 2022 | $323,000 | +124.3% | 5,809 | +145.2% | 0.00% | – |
| Q4 2021 | $144,000 | +21.0% | 2,369 | +12.3% | 0.00% | – |
| Q3 2021 | $119,000 | +11.2% | 2,109 | +11.0% | 0.00% | – |
| Q2 2021 | $107,000 | +81.4% | 1,900 | +1552.2% | 0.00% | – |
| Q1 2021 | $59,000 | +11.3% | 115 | +9.5% | 0.00% | – |
| Q4 2020 | $53,000 | +657.1% | 105 | +517.6% | 0.00% | – |
| Q3 2020 | $7,000 | -65.0% | 17 | -66.0% | 0.00% | – |
| Q2 2020 | $20,000 | -93.7% | 50 | -95.3% | 0.00% | -100.0% |
| Q1 2020 | $316,000 | +15700.0% | 1,059 | +15028.6% | 0.00% | – |
| Q4 2018 | $2,000 | -92.3% | 7 | -92.7% | 0.00% | – |
| Q4 2017 | $26,000 | +8.3% | 96 | 0.0% | 0.00% | – |
| Q3 2017 | $24,000 | -31.4% | 96 | -34.2% | 0.00% | – |
| Q2 2017 | $35,000 | – | 146 | – | 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% |