FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $488,476 | -9.5% | 9,396 | -5.9% | 0.06% | -6.7% |
| Q2 2023 | $539,770 | +12.9% | 9,981 | +0.1% | 0.06% | +7.1% |
| Q1 2023 | $478,201 | +13.4% | 9,973 | -3.1% | 0.06% | +7.7% |
| Q4 2022 | $421,839 | -1.0% | 10,296 | +0.2% | 0.05% | -10.3% |
| Q3 2022 | $426,000 | -3.8% | 10,279 | +0.1% | 0.06% | -6.5% |
| Q2 2022 | $443,000 | -22.3% | 10,268 | +0.1% | 0.06% | -7.5% |
| Q1 2022 | $570,000 | -26.4% | 10,258 | -19.2% | 0.07% | -23.0% |
| Q4 2021 | $774,000 | +3.8% | 12,701 | -4.4% | 0.09% | -5.4% |
| Q3 2021 | $746,000 | -0.3% | 13,282 | +0.1% | 0.09% | +1.1% |
| Q2 2021 | $748,000 | +8.1% | 13,273 | +885.4% | 0.09% | 0.0% |
| Q1 2021 | $692,000 | +6.0% | 1,347 | +3.5% | 0.09% | 0.0% |
| Q4 2020 | $653,000 | +52.2% | 1,301 | +31.5% | 0.09% | +35.8% |
| Q3 2020 | $429,000 | -8.5% | 989 | -17.4% | 0.07% | -16.2% |
| Q2 2020 | $469,000 | +31.0% | 1,198 | 0.0% | 0.08% | +6.7% |
| Q1 2020 | $358,000 | -35.0% | 1,198 | -24.0% | 0.08% | -17.6% |
| Q4 2019 | $551,000 | +6.8% | 1,577 | -4.0% | 0.09% | 0.0% |
| Q3 2019 | $516,000 | -4.4% | 1,643 | -4.2% | 0.09% | -7.1% |
| Q2 2019 | $540,000 | +77.0% | 1,715 | +70.1% | 0.10% | +69.0% |
| Q1 2019 | $305,000 | +20.6% | 1,008 | +25.5% | 0.06% | +23.4% |
| Q3 2018 | $253,000 | +14.5% | 803 | +6.9% | 0.05% | +6.8% |
| Q2 2018 | $221,000 | +6.2% | 751 | +0.1% | 0.04% | +4.8% |
| Q1 2018 | $208,000 | – | 750 | – | 0.04% | – |
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% |