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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,745,550 | -3.9% | 168,216 | 0.0% | 0.99% | +4.9% |
| Q2 2023 | $9,097,121 | -16.0% | 168,216 | -25.5% | 0.94% | -18.3% |
| Q1 2023 | $10,831,617 | -28.9% | 225,894 | -39.2% | 1.16% | -38.6% |
| Q4 2022 | $15,228,877 | +204.2% | 371,708 | +207.7% | 1.88% | +197.9% |
| Q3 2022 | $5,006,000 | -4.0% | 120,810 | 0.0% | 0.63% | +3.4% |
| Q2 2022 | $5,213,000 | -22.3% | 120,810 | 0.0% | 0.61% | +2.3% |
| Q1 2022 | $6,712,000 | -8.8% | 120,810 | 0.0% | 0.60% | +3.1% |
| Q4 2021 | $7,358,000 | +8.4% | 120,810 | 0.0% | 0.58% | -4.6% |
| Q3 2021 | $6,788,000 | -0.3% | 120,810 | 0.0% | 0.61% | -2.4% |
| Q2 2021 | $6,808,000 | +9.7% | 120,810 | +900.0% | 0.62% | +6.0% |
| Q1 2021 | $6,204,000 | +2.4% | 12,081 | 0.0% | 0.59% | -7.1% |
| Q4 2020 | $6,061,000 | +15.6% | 12,081 | 0.0% | 0.63% | +0.6% |
| Q3 2020 | $5,243,000 | -27.6% | 12,081 | -34.7% | 0.63% | -36.1% |
| Q2 2020 | $7,240,000 | +30.8% | 18,510 | -0.1% | 0.98% | +20.8% |
| Q1 2020 | $5,535,000 | – | 18,537 | – | 0.81% | – |
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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% |