FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,857,195 | +19.5% | 54,957 | +24.3% | 0.01% | +25.0% |
| Q2 2023 | $2,390,551 | +18.6% | 44,204 | +5.1% | 0.00% | 0.0% |
| Q1 2023 | $2,015,854 | -9.5% | 42,041 | -22.6% | 0.00% | 0.0% |
| Q4 2022 | $2,226,472 | +41.5% | 54,344 | +43.1% | 0.00% | 0.0% |
| Q3 2022 | $1,574,000 | -38.1% | 37,971 | -35.6% | 0.00% | -33.3% |
| Q2 2022 | $2,542,000 | -19.0% | 58,918 | +4.4% | 0.01% | 0.0% |
| Q1 2022 | $3,137,000 | -1.9% | 56,455 | +7.5% | 0.01% | 0.0% |
| Q4 2021 | $3,198,000 | +9.4% | 52,515 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $2,924,000 | +9.0% | 52,039 | +9.3% | 0.01% | +20.0% |
| Q2 2021 | $2,682,000 | +20.5% | 47,602 | +998.1% | 0.01% | 0.0% |
| Q1 2021 | $2,226,000 | +10.0% | 4,335 | +7.5% | 0.01% | 0.0% |
| Q4 2020 | $2,023,000 | +9.6% | 4,033 | -5.2% | 0.01% | 0.0% |
| Q3 2020 | $1,845,000 | -2.0% | 4,252 | -11.7% | 0.01% | -16.7% |
| Q2 2020 | $1,883,000 | +46.7% | 4,814 | +12.0% | 0.01% | 0.0% |
| Q1 2020 | $1,284,000 | +15.4% | 4,300 | +35.1% | 0.01% | +50.0% |
| Q4 2019 | $1,113,000 | -62.2% | 3,182 | -66.1% | 0.00% | -63.6% |
| Q3 2019 | $2,946,000 | +14.1% | 9,373 | +14.3% | 0.01% | +10.0% |
| Q2 2019 | $2,582,000 | +45.0% | 8,202 | +39.4% | 0.01% | +42.9% |
| Q1 2019 | $1,781,000 | +88.7% | 5,885 | +62.0% | 0.01% | +40.0% |
| Q4 2018 | $944,000 | +78.1% | 3,632 | +116.1% | 0.01% | +150.0% |
| Q3 2018 | $530,000 | +100.0% | 1,681 | +87.0% | 0.00% | +100.0% |
| Q2 2018 | $265,000 | +29.3% | 899 | +21.5% | 0.00% | 0.0% |
| Q1 2018 | $205,000 | -25.7% | 740 | -27.4% | 0.00% | -50.0% |
| Q4 2017 | $276,000 | +21.6% | 1,019 | +14.8% | 0.00% | +100.0% |
| Q3 2017 | $227,000 | +6.1% | 888 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $214,000 | – | 888 | – | 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% |