Perigon Wealth Management, LLC - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Perigon Wealth Management, LLC ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q4 2020$55,000
-74.4%
110
-82.0%
0.01%
-86.4%
Q4 2019$215,000
-69.2%
610
-72.5%
0.04%
-74.4%
Q3 2018$699,000
+11550.0%
2,215
+10447.6%
0.17%
+8500.0%
Q4 2017$6,000
-98.0%
21
-98.2%
0.00%
-98.0%
Q3 2017$305,000
+1.7%
1,196
-3.5%
0.10%
+52.3%
Q2 2017$300,0001,2400.06%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2019
NameSharesValueWeighting ↓
David Kennon Inc 271,289$14,109,4906.76%
Madison Wealth Partners, Inc 228,761$11,893,2856.02%
Divergent Wealth Advisors 473,740$24,629,7195.60%
Harvest Investment Advisors, LLC 97,837$5,086,5434.56%
KM Capital Management Ltd. 120,614$6,270,7694.29%
jvl associates llc 125,097$6,503,7933.35%
TCP Asset Management, LLC 135,919$7,066,4293.02%
Commonwealth Financial Services, LLC 142,124$7,389,0462.20%
Pinnacle Family Advisors, LLC 58,586$3,045,9121.74%
Analyst IMS Investment Management Services Ltd. 517,113$26,8331.68%
View complete list of FIDELITY COMWLTH TR shareholders