FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 106 filers reported holding FIDELITY COMWLTH TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $701,876 | +154.1% | 11,848 | +123.0% | 0.31% | +109.3% |
| Q3 2023 | $276,171 | -52.8% | 5,312 | -50.9% | 0.15% | -44.2% |
| Q2 2023 | $585,416 | +458.5% | 10,825 | +395.2% | 0.27% | +348.3% |
| Q1 2023 | $104,819 | +111409.6% | 2,186 | -4.9% | 0.06% | -1.6% |
| Q4 2022 | $94 | -100.0% | 2,298 | -75.6% | 0.06% | -78.1% |
| Q3 2022 | $390,000 | +6400.0% | 9,419 | +8702.8% | 0.28% | +9200.0% |
| Q1 2022 | $6,000 | -85.0% | 107 | -18.9% | 0.00% | -92.5% |
| Q1 2019 | $40,000 | +17.6% | 132 | +0.8% | 0.04% | -44.4% |
| Q4 2018 | $34,000 | -44.3% | 131 | -32.8% | 0.07% | +75.6% |
| Q3 2018 | $61,000 | -65.7% | 195 | -67.7% | 0.04% | -72.1% |
| Q2 2018 | $178,000 | -3.8% | 604 | -9.7% | 0.15% | -14.5% |
| Q1 2018 | $185,000 | -40.3% | 669 | -41.6% | 0.17% | -34.4% |
| Q4 2017 | $310,000 | – | 1,145 | – | 0.26% | – |
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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% |