FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,734,569 | -5.1% | 341,115 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $18,694,428 | +1.9% | 345,681 | -9.7% | 0.01% | -14.3% |
| Q1 2023 | $18,349,122 | +18.4% | 382,672 | +1.1% | 0.01% | +16.7% |
| Q4 2022 | $15,502,351 | +223.6% | 378,383 | +227.3% | 0.01% | +200.0% |
| Q3 2022 | $4,790,000 | -8.9% | 115,594 | -5.1% | 0.00% | 0.0% |
| Q2 2022 | $5,258,000 | -24.8% | 121,867 | -3.1% | 0.00% | 0.0% |
| Q1 2022 | $6,991,000 | +18.6% | 125,819 | +30.0% | 0.00% | 0.0% |
| Q4 2021 | $5,894,000 | +15.6% | 96,777 | +6.6% | 0.00% | 0.0% |
| Q3 2021 | $5,098,000 | -4.1% | 90,747 | -3.8% | 0.00% | 0.0% |
| Q2 2021 | $5,317,000 | +1007.7% | 94,348 | +909.9% | 0.00% | – |
| Q1 2021 | $480,000 | -91.0% | 9,342 | -12.1% | 0.00% | -100.0% |
| Q4 2020 | $5,334,000 | +21.6% | 10,633 | +5.2% | 0.00% | 0.0% |
| Q3 2020 | $4,388,000 | +4.4% | 10,111 | -5.9% | 0.00% | 0.0% |
| Q2 2020 | $4,202,000 | +19.2% | 10,742 | -9.0% | 0.00% | 0.0% |
| Q1 2020 | $3,526,000 | -22.3% | 11,810 | -9.0% | 0.00% | 0.0% |
| Q4 2019 | $4,537,000 | -7.3% | 12,980 | -16.7% | 0.00% | 0.0% |
| Q3 2019 | $4,896,000 | -2.6% | 15,591 | -2.4% | 0.00% | 0.0% |
| Q2 2019 | $5,028,000 | +3.6% | 15,979 | -0.4% | 0.00% | 0.0% |
| Q1 2019 | $4,855,000 | -5.7% | 16,041 | -19.0% | 0.00% | 0.0% |
| Q4 2018 | $5,147,000 | -5.1% | 19,800 | +15.2% | 0.00% | 0.0% |
| Q3 2018 | $5,425,000 | +21.8% | 17,191 | +13.7% | 0.00% | 0.0% |
| Q2 2018 | $4,454,000 | +11.7% | 15,117 | +4.9% | 0.00% | 0.0% |
| Q1 2018 | $3,989,000 | +0.6% | 14,406 | -1.5% | 0.00% | 0.0% |
| Q4 2017 | $3,965,000 | +4.5% | 14,623 | -1.6% | 0.00% | 0.0% |
| Q3 2017 | $3,793,000 | +331.0% | 14,865 | +308.2% | 0.00% | – |
| Q2 2017 | $880,000 | -1.1% | 3,642 | -4.6% | 0.00% | – |
| Q1 2017 | $890,000 | -72.8% | 3,817 | -75.3% | 0.00% | -100.0% |
| Q4 2016 | $3,272,000 | +405.7% | 15,463 | +399.1% | 0.00% | – |
| Q3 2016 | $647,000 | +15.1% | 3,098 | +4.8% | 0.00% | – |
| Q2 2016 | $562,000 | -12.2% | 2,956 | -11.7% | 0.00% | – |
| Q1 2016 | $640,000 | +1.3% | 3,348 | +4.3% | 0.00% | – |
| Q4 2015 | $632,000 | +37.7% | 3,211 | +26.7% | 0.00% | – |
| Q3 2015 | $459,000 | -59.0% | 2,535 | -55.5% | 0.00% | -100.0% |
| Q2 2015 | $1,120,000 | +102.2% | 5,703 | +98.4% | 0.00% | – |
| Q1 2015 | $554,000 | +11.0% | 2,875 | +7.0% | 0.00% | – |
| Q4 2014 | $499,000 | – | 2,688 | – | 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% |