FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 115 filers reported holding FIDELITY COMWLTH TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,256,634 | +5.6% | 43,405 | +9.8% | 0.00% | 0.0% |
| Q2 2023 | $2,137,609 | +13.7% | 39,527 | +0.8% | 0.00% | 0.0% |
| Q1 2023 | $1,880,183 | -19.4% | 39,211 | -31.1% | 0.00% | 0.0% |
| Q4 2022 | $2,332,553 | +51.2% | 56,933 | +52.9% | 0.00% | 0.0% |
| Q3 2022 | $1,543,000 | +4.5% | 37,239 | +8.8% | 0.00% | 0.0% |
| Q2 2022 | $1,477,000 | -27.6% | 34,233 | -6.8% | 0.00% | 0.0% |
| Q1 2022 | $2,041,000 | +0.3% | 36,731 | +9.9% | 0.00% | 0.0% |
| Q4 2021 | $2,035,000 | +0.5% | 33,422 | -7.3% | 0.00% | 0.0% |
| Q3 2021 | $2,025,000 | -3.5% | 36,046 | -3.2% | 0.00% | 0.0% |
| Q2 2021 | $2,099,000 | +60.0% | 37,250 | +1358.5% | 0.00% | 0.0% |
| Q1 2021 | $1,312,000 | -26.2% | 2,554 | -28.0% | 0.00% | 0.0% |
| Q4 2020 | $1,778,000 | -0.1% | 3,545 | -13.5% | 0.00% | -50.0% |
| Q3 2020 | $1,779,000 | +134.1% | 4,100 | +111.0% | 0.00% | +100.0% |
| Q2 2020 | $760,000 | -25.1% | 1,943 | -42.9% | 0.00% | 0.0% |
| Q1 2020 | $1,015,000 | +33.6% | 3,400 | +56.5% | 0.00% | 0.0% |
| Q4 2019 | $760,000 | +17.1% | 2,173 | +5.1% | 0.00% | 0.0% |
| Q3 2019 | $649,000 | +5.7% | 2,067 | +5.9% | 0.00% | 0.0% |
| Q2 2019 | $614,000 | +9.3% | 1,952 | +5.1% | 0.00% | 0.0% |
| Q1 2019 | $562,000 | -14.3% | 1,857 | -26.4% | 0.00% | 0.0% |
| Q4 2018 | $656,000 | – | 2,523 | – | 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% |