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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $1,295 | +17.1% | 27 | 0.0% | 0.00% | – |
Q4 2022 | $1,106 | +10.6% | 27 | 0.0% | 0.00% | – |
Q3 2022 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2022 | $1,000 | -50.0% | 27 | 0.0% | 0.00% | – |
Q1 2022 | $2,000 | -77.8% | 27 | -81.9% | 0.00% | – |
Q4 2021 | $9,000 | 0.0% | 149 | -4.5% | 0.00% | – |
Q3 2021 | $9,000 | 0.0% | 156 | 0.0% | 0.00% | – |
Q2 2021 | $9,000 | +12.5% | 156 | +875.0% | 0.00% | – |
Q1 2021 | $8,000 | -11.1% | 16 | -11.1% | 0.00% | – |
Q4 2020 | $9,000 | +12.5% | 18 | 0.0% | 0.00% | – |
Q3 2020 | $8,000 | -20.0% | 18 | -30.8% | 0.00% | – |
Q2 2020 | $10,000 | +150.0% | 26 | +116.7% | 0.00% | – |
Q1 2020 | $4,000 | -20.0% | 12 | -14.3% | 0.00% | – |
Q4 2019 | $5,000 | +25.0% | 14 | 0.0% | 0.00% | – |
Q3 2019 | $4,000 | 0.0% | 14 | 0.0% | 0.00% | – |
Q2 2019 | $4,000 | 0.0% | 14 | +16.7% | 0.00% | – |
Q1 2019 | $4,000 | -90.5% | 12 | -92.6% | 0.00% | – |
Q4 2018 | $42,000 | -17.6% | 163 | +0.6% | 0.00% | – |
Q3 2018 | $51,000 | +6.2% | 162 | -0.6% | 0.00% | – |
Q2 2018 | $48,000 | +11.6% | 163 | +5.2% | 0.00% | – |
Q1 2018 | $43,000 | -2.3% | 155 | -4.3% | 0.00% | – |
Q4 2017 | $44,000 | +7.3% | 162 | +0.6% | 0.00% | – |
Q3 2017 | $41,000 | +7.9% | 161 | +2.5% | 0.00% | – |
Q2 2017 | $38,000 | +5.6% | 157 | +0.6% | 0.00% | – |
Q1 2017 | $36,000 | +9.1% | 156 | 0.0% | 0.00% | – |
Q4 2016 | $33,000 | -31.2% | 156 | -32.8% | 0.00% | – |
Q3 2016 | $48,000 | +11.6% | 232 | +2.2% | 0.00% | – |
Q2 2016 | $43,000 | 0.0% | 227 | 0.0% | 0.00% | – |
Q1 2016 | $43,000 | -4.4% | 227 | +0.4% | 0.00% | – |
Q4 2015 | $45,000 | – | 226 | – | 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% |