FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $781,511 | -1.8% | 15,032 | +2.2% | 0.02% | +16.7% |
Q2 2023 | $795,628 | +2.1% | 14,712 | -9.4% | 0.02% | -14.3% |
Q1 2023 | $778,961 | +17.1% | 16,245 | +0.1% | 0.02% | +10.5% |
Q4 2022 | $664,990 | -12.2% | 16,231 | -11.1% | 0.02% | -17.4% |
Q3 2022 | $757,000 | +255.4% | 18,248 | +269.7% | 0.02% | +155.6% |
Q2 2022 | $213,000 | -46.6% | 4,936 | -31.1% | 0.01% | -30.8% |
Q1 2022 | $399,000 | -18.2% | 7,166 | -10.4% | 0.01% | -7.1% |
Q4 2021 | $488,000 | +10.9% | 8,000 | +2.3% | 0.01% | 0.0% |
Q3 2021 | $440,000 | +15.5% | 7,819 | +34.5% | 0.01% | +16.7% |
Q2 2021 | $381,000 | +11.4% | 5,814 | +770.4% | 0.01% | 0.0% |
Q1 2021 | $342,000 | +10.3% | 668 | -41.5% | 0.01% | -71.4% |
Q4 2017 | $310,000 | -2.2% | 1,142 | -8.0% | 0.04% | -20.8% |
Q3 2017 | $317,000 | -2.2% | 1,241 | -7.3% | 0.05% | -10.2% |
Q2 2017 | $324,000 | +17.8% | 1,339 | +13.6% | 0.06% | +7.3% |
Q1 2017 | $275,000 | +31.6% | 1,179 | +19.8% | 0.06% | +31.0% |
Q4 2016 | $209,000 | +50.4% | 984 | +31.0% | 0.04% | +1300.0% |
Q4 2014 | $139,000 | – | 751 | – | 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% |