FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,956 | -47.8% | 18,887 | -45.7% | 0.00% | 0.0% |
| Q2 2023 | $1,879,971 | -6.5% | 34,762 | -9.9% | 0.00% | 0.0% |
| Q1 2023 | $2,011,040 | +195.4% | 38,600 | +132.3% | 0.00% | 0.0% |
| Q4 2022 | $680,676 | -16.6% | 16,614 | -15.6% | 0.00% | 0.0% |
| Q3 2022 | $816,000 | -5.6% | 19,676 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $864,000 | -22.2% | 20,006 | +0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,111,000 | -8.8% | 20,005 | +0.0% | 0.00% | -33.3% |
| Q4 2021 | $1,218,000 | +10.5% | 20,004 | +1.9% | 0.00% | 0.0% |
| Q3 2021 | $1,102,000 | +19.0% | 19,624 | +19.5% | 0.00% | +50.0% |
| Q2 2021 | $926,000 | +9160.0% | 16,420 | +46814.3% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | – | 35 | – | 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% |