FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,145 | -3.8% | 445 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,049 | +12.9% | 445 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $21,303 | +118250.0% | 444 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18 | -99.9% | 444 | +0.2% | 0.00% | 0.0% |
| Q3 2022 | $18,000 | -5.3% | 443 | +0.2% | 0.00% | 0.0% |
| Q2 2022 | $19,000 | -24.0% | 442 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 442 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 441 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 441 | +902.3% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | – | 44 | – | 0.00% | – |
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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% |