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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $402,000 | -92.3% | 7,136 | -30.2% | 0.06% | -92.7% |
| Q1 2021 | $5,251,000 | +17.5% | 10,225 | +14.8% | 0.83% | +12.2% |
| Q4 2020 | $4,468,000 | -24.9% | 8,906 | -35.0% | 0.74% | -34.1% |
| Q3 2020 | $5,948,000 | +1195.9% | 13,705 | +1068.4% | 1.13% | +1139.6% |
| Q2 2020 | $459,000 | +37.8% | 1,173 | +5.3% | 0.09% | +5.8% |
| Q1 2020 | $333,000 | -17.2% | 1,114 | -3.0% | 0.09% | +8.9% |
| Q4 2019 | $402,000 | 0.0% | 1,149 | -10.2% | 0.08% | -8.1% |
| Q3 2019 | $402,000 | -3.1% | 1,279 | -3.1% | 0.09% | -14.0% |
| Q2 2019 | $415,000 | -45.4% | 1,320 | -47.5% | 0.10% | -53.1% |
| Q1 2019 | $760,000 | +16.4% | 2,512 | 0.0% | 0.21% | -12.7% |
| Q4 2018 | $653,000 | +13.6% | 2,512 | +37.9% | 0.24% | +35.6% |
| Q3 2018 | $575,000 | +0.7% | 1,822 | -5.9% | 0.18% | -10.4% |
| Q2 2018 | $571,000 | 0.0% | 1,937 | -6.1% | 0.20% | +17.5% |
| Q1 2018 | $571,000 | +1.6% | 2,062 | -0.5% | 0.17% | +1.2% |
| Q4 2017 | $562,000 | +2.0% | 2,072 | -4.0% | 0.17% | +26.1% |
| Q3 2017 | $551,000 | +9.8% | 2,159 | +3.8% | 0.13% | +3.1% |
| Q2 2017 | $502,000 | -5.6% | 2,079 | -27.4% | 0.13% | -40.9% |
| Q4 2014 | $532,000 | -52.5% | 2,863 | -57.9% | 0.22% | -60.1% |
| Q1 2014 | $1,120,000 | +36.9% | 6,803 | +25.1% | 0.55% | +11.5% |
| Q3 2013 | $818,000 | – | 5,439 | – | 0.49% | – |
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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% |