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 | $3,359,171 | +10.4% | 64,612 | +14.8% | 0.02% | 0.0% |
| Q2 2023 | $3,042,781 | +20.5% | 56,264 | +6.9% | 0.02% | +10.5% |
| Q1 2023 | $2,524,215 | +18.5% | 52,643 | +1.2% | 0.02% | +11.8% |
| Q4 2022 | $2,130,510 | +6.6% | 52,002 | +7.8% | 0.02% | -32.0% |
| Q3 2022 | $1,999,000 | -21.6% | 48,230 | -18.3% | 0.02% | -24.2% |
| Q2 2022 | $2,549,000 | -21.6% | 59,069 | +0.9% | 0.03% | -15.4% |
| Q1 2022 | $3,253,000 | -7.1% | 58,549 | +1.8% | 0.04% | -9.3% |
| Q4 2021 | $3,501,000 | +12.4% | 57,492 | +3.7% | 0.04% | +2.4% |
| Q3 2021 | $3,114,000 | +39.2% | 55,426 | +39.6% | 0.04% | +31.2% |
| Q2 2021 | $2,237,000 | +33.4% | 39,700 | +1115.6% | 0.03% | -11.1% |
| Q1 2021 | $1,677,000 | +14.5% | 3,266 | +12.0% | 0.04% | +5.9% |
| Q4 2020 | $1,464,000 | +13.5% | 2,917 | -1.9% | 0.03% | 0.0% |
| Q3 2020 | $1,290,000 | +11.9% | 2,973 | +0.9% | 0.03% | +9.7% |
| Q2 2020 | $1,153,000 | -3.0% | 2,946 | -26.0% | 0.03% | -20.5% |
| Q1 2020 | $1,189,000 | -13.3% | 3,982 | +1.8% | 0.04% | +5.4% |
| Q4 2019 | $1,371,000 | +27.2% | 3,912 | +14.0% | 0.04% | +12.1% |
| Q3 2019 | $1,078,000 | +19.2% | 3,433 | +19.7% | 0.03% | +17.9% |
| Q2 2019 | $904,000 | +102.2% | 2,868 | +95.1% | 0.03% | +86.7% |
| Q1 2019 | $447,000 | +37.1% | 1,470 | +17.6% | 0.02% | +15.4% |
| Q4 2018 | $326,000 | -21.4% | 1,250 | -4.8% | 0.01% | -7.1% |
| Q3 2018 | $415,000 | – | 1,313 | – | 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% |