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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $444,000 | -50.1% | 10,830 | -49.6% | 0.30% | -55.2% |
| Q3 2022 | $890,000 | -8.8% | 21,478 | -5.0% | 0.67% | -6.8% |
| Q2 2022 | $976,000 | -22.4% | 22,612 | -0.2% | 0.72% | -2.6% |
| Q1 2022 | $1,258,000 | -24.4% | 22,652 | -17.0% | 0.74% | -18.9% |
| Q4 2021 | $1,663,000 | +31.7% | 27,303 | +21.4% | 0.91% | +25.4% |
| Q3 2021 | $1,263,000 | +34.6% | 22,484 | +35.0% | 0.72% | +34.4% |
| Q2 2021 | $938,000 | +13.3% | 16,650 | +932.9% | 0.54% | +5.3% |
| Q1 2021 | $828,000 | -1.0% | 1,612 | -3.2% | 0.51% | -7.1% |
| Q4 2020 | $836,000 | – | 1,665 | – | 0.55% | – |
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% |