FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $889,491 | +8.6% | 17,109 | +12.9% | 0.00% | 0.0% |
| Q2 2023 | $819,204 | -93.6% | 15,148 | -94.3% | 0.00% | -94.4% |
| Q1 2023 | $12,725,051 | +2004.0% | 265,382 | +1697.7% | 0.02% | +1700.0% |
| Q4 2022 | $604,791 | +66.6% | 14,762 | +68.4% | 0.00% | 0.0% |
| Q3 2022 | $363,000 | -42.4% | 8,766 | -39.9% | 0.00% | 0.0% |
| Q2 2022 | $630,000 | +1.9% | 14,596 | +31.2% | 0.00% | 0.0% |
| Q1 2022 | $618,000 | +7.5% | 11,124 | +17.7% | 0.00% | 0.0% |
| Q4 2021 | $575,000 | +6.7% | 9,449 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $539,000 | -15.4% | 9,587 | -15.2% | 0.00% | 0.0% |
| Q2 2021 | $637,000 | +8.5% | 11,307 | +888.4% | 0.00% | 0.0% |
| Q1 2021 | $587,000 | +3.9% | 1,144 | +1.6% | 0.00% | 0.0% |
| Q4 2020 | $565,000 | +35.2% | 1,126 | +17.0% | 0.00% | 0.0% |
| Q3 2020 | $418,000 | -12.9% | 962 | -21.7% | 0.00% | 0.0% |
| Q2 2020 | $480,000 | +37.9% | 1,228 | +5.4% | 0.00% | 0.0% |
| Q1 2020 | $348,000 | +42.0% | 1,165 | +66.2% | 0.00% | 0.0% |
| Q4 2019 | $245,000 | -56.5% | 701 | -60.9% | 0.00% | -50.0% |
| Q3 2019 | $563,000 | -26.7% | 1,794 | -26.5% | 0.00% | -33.3% |
| Q2 2019 | $768,000 | +17.1% | 2,440 | +12.5% | 0.00% | +50.0% |
| Q1 2019 | $656,000 | +27.4% | 2,168 | +9.3% | 0.00% | 0.0% |
| Q4 2018 | $515,000 | -26.0% | 1,983 | -10.1% | 0.00% | -33.3% |
| Q3 2018 | $696,000 | +15.4% | 2,206 | +7.9% | 0.00% | +50.0% |
| Q2 2018 | $603,000 | -3.4% | 2,045 | -9.3% | 0.00% | -33.3% |
| Q1 2018 | $624,000 | +380.0% | 2,255 | +319.9% | 0.00% | +200.0% |
| Q2 2017 | $130,000 | +4.0% | 537 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $125,000 | -8.8% | 537 | -17.1% | 0.00% | 0.0% |
| Q4 2016 | $137,000 | +22.3% | 648 | +20.7% | 0.00% | 0.0% |
| Q3 2016 | $112,000 | +7.7% | 537 | -1.8% | 0.00% | 0.0% |
| Q2 2016 | $104,000 | -1.0% | 547 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $105,000 | -2.8% | 547 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $108,000 | -0.9% | 547 | -8.8% | 0.00% | 0.0% |
| Q3 2015 | $109,000 | +3533.3% | 600 | +3650.0% | 0.00% | – |
| Q1 2015 | $3,000 | – | 16 | – | 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% |