FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $12,000 | -29.4% | 300 | -25.0% | 0.01% | -25.0% |
| Q2 2022 | $17,000 | -22.7% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $22,000 | -67.2% | 400 | -63.6% | 0.01% | -65.2% |
| Q4 2021 | $67,000 | +8.1% | 1,100 | 0.0% | 0.02% | +4.5% |
| Q3 2021 | $62,000 | 0.0% | 1,100 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $62,000 | +10.7% | 1,100 | +900.0% | 0.02% | +9.5% |
| Q1 2021 | $56,000 | -32.5% | 110 | -33.3% | 0.02% | -34.4% |
| Q4 2020 | $83,000 | -50.0% | 165 | -56.8% | 0.03% | -53.6% |
| Q3 2020 | $166,000 | -8.3% | 382 | -17.3% | 0.07% | -11.5% |
| Q2 2020 | $181,000 | +2.3% | 462 | -22.0% | 0.08% | -20.4% |
| Q1 2020 | $177,000 | -14.5% | 592 | 0.0% | 0.10% | +12.6% |
| Q4 2019 | $207,000 | +6.7% | 592 | -4.1% | 0.09% | +3.6% |
| Q3 2019 | $194,000 | 0.0% | 617 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $194,000 | 0.0% | 617 | -3.9% | 0.08% | +3.7% |
| Q1 2019 | $194,000 | +1392.3% | 642 | +1184.0% | 0.08% | +1266.7% |
| Q4 2018 | $13,000 | – | 50 | – | 0.01% | – |
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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% |