FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,957,874 | -15.3% | 56,893 | -11.9% | 0.41% | -18.5% |
| Q2 2023 | $3,491,573 | +41.6% | 64,563 | +23.5% | 0.50% | +26.8% |
| Q1 2023 | $2,465,222 | +101.8% | 52,296 | +75.3% | 0.40% | +65.7% |
| Q4 2022 | $1,221,885 | -15.0% | 29,824 | -14.0% | 0.24% | -21.4% |
| Q3 2022 | $1,437,000 | +12.8% | 34,672 | +17.4% | 0.30% | +13.0% |
| Q2 2022 | $1,274,000 | -21.8% | 29,535 | +2.2% | 0.27% | -9.7% |
| Q1 2022 | $1,629,000 | +12.7% | 28,895 | +10.6% | 0.30% | +26.8% |
| Q4 2021 | $1,446,000 | -24.6% | 26,116 | -23.8% | 0.24% | -31.9% |
| Q3 2021 | $1,919,000 | 0.0% | 34,266 | 0.0% | 0.34% | 0.0% |
| Q2 2021 | $1,919,000 | +47.7% | 34,266 | +1254.9% | 0.34% | +34.8% |
| Q1 2021 | $1,299,000 | +46.0% | 2,529 | +42.6% | 0.26% | +39.1% |
| Q4 2020 | $890,000 | +278.7% | 1,774 | +163.6% | 0.18% | +636.0% |
| Q4 2019 | $235,000 | +10.8% | 673 | -1.0% | 0.02% | +4.2% |
| Q3 2019 | $212,000 | – | 680 | – | 0.02% | – |
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% |