FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,743 | +0.4% | 16,171 | +4.4% | 0.48% | +6.6% |
| Q2 2023 | $837,604 | +38.6% | 15,488 | +22.9% | 0.45% | +24.5% |
| Q1 2023 | $604,320 | -14.1% | 12,603 | -26.6% | 0.36% | -18.2% |
| Q4 2022 | $703,475 | +113.2% | 17,171 | +115.7% | 0.44% | +83.9% |
| Q3 2022 | $330,000 | -19.3% | 7,961 | -16.0% | 0.24% | -16.0% |
| Q2 2022 | $409,000 | +102.5% | 9,479 | +160.5% | 0.29% | +136.1% |
| Q1 2022 | $202,000 | -32.7% | 3,639 | -26.2% | 0.12% | -32.2% |
| Q4 2021 | $300,000 | +14.5% | 4,929 | +5.8% | 0.18% | +5.9% |
| Q3 2021 | $262,000 | -32.1% | 4,657 | -32.0% | 0.17% | -32.0% |
| Q2 2021 | $386,000 | +76.3% | 6,846 | +1499.5% | 0.25% | +70.1% |
| Q1 2021 | $219,000 | +1052.6% | 428 | +678.2% | 0.15% | +818.8% |
| Q4 2019 | $19,000 | – | 55 | – | 0.02% | – |
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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% |