FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,179 | -83.3% | 2,100 | -82.6% | 0.00% | -80.0% |
| Q2 2023 | $654,368 | +12.8% | 12,100 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $580,195 | +17.0% | 12,100 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $495,737 | -1.1% | 12,100 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $501,000 | -4.0% | 12,100 | 0.0% | 0.01% | +25.0% |
| Q2 2022 | $522,000 | -22.3% | 12,100 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $672,000 | -8.8% | 12,100 | 0.0% | 0.01% | +25.0% |
| Q4 2021 | $737,000 | +8.4% | 12,100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $680,000 | -0.3% | 12,100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $682,000 | +9.6% | 12,100 | +900.0% | 0.00% | 0.0% |
| Q1 2021 | $622,000 | +2.6% | 1,210 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $606,000 | +39.6% | 1,210 | +21.0% | 0.00% | +33.3% |
| Q3 2020 | $434,000 | +10.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $392,000 | +31.1% | 1,000 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $299,000 | -14.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $350,000 | – | 1,000 | – | 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% |