FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 115 filers reported holding FIDELITY COMWLTH TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,607 | +2.4% | 5,824 | +3.5% | 0.00% | 0.0% |
| Q3 2022 | $233,000 | +46.5% | 5,625 | +52.5% | 0.00% | 0.0% |
| Q2 2022 | $159,000 | -9.7% | 3,689 | +16.6% | 0.00% | 0.0% |
| Q1 2022 | $176,000 | +39.7% | 3,163 | +52.6% | 0.00% | 0.0% |
| Q4 2021 | $126,000 | +8.6% | 2,073 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $116,000 | -0.9% | 2,073 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $117,000 | +12.5% | 2,073 | +926.2% | 0.00% | 0.0% |
| Q1 2021 | $104,000 | +2.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $102,000 | +14.6% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $89,000 | -51.9% | 202 | -56.7% | 0.00% | -66.7% |
| Q2 2020 | $185,000 | +219.0% | 467 | +131.2% | 0.00% | +200.0% |
| Q1 2020 | $58,000 | -84.7% | 202 | -83.2% | 0.00% | -92.3% |
| Q3 2019 | $378,000 | +0.3% | 1,202 | +0.2% | 0.01% | -7.1% |
| Q2 2019 | $377,000 | +518.0% | 1,200 | +494.1% | 0.01% | +600.0% |
| Q1 2019 | $61,000 | +15.1% | 202 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $53,000 | -17.2% | 202 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $64,000 | +6.7% | 202 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $60,000 | +9.1% | 202 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $55,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $55,000 | -49.1% | 202 | -50.0% | 0.00% | -40.0% |
| Q3 2017 | $108,000 | – | 404 | – | 0.01% | – |
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% |