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 | $3,003 | +5.8% | 57,760 | +10.0% | 1.27% | +6.8% |
| Q2 2023 | $2,839 | +19.6% | 52,505 | +6.0% | 1.19% | +15.9% |
| Q1 2023 | $2,374 | +32.8% | 49,515 | +13.4% | 1.02% | +21.4% |
| Q4 2022 | $1,788 | -99.9% | 43,649 | -8.2% | 0.84% | -9.1% |
| Q3 2022 | $1,970,000 | +23.6% | 47,539 | +28.7% | 0.93% | +22.1% |
| Q2 2022 | $1,594,000 | -39.5% | 36,947 | -22.1% | 0.76% | -15.0% |
| Q1 2022 | $2,635,000 | +3.5% | 47,420 | +13.4% | 0.89% | +2.6% |
| Q4 2021 | $2,547,000 | -14.8% | 41,822 | -20.8% | 0.87% | -19.3% |
| Q3 2021 | $2,991,000 | +28.4% | 52,809 | +27.8% | 1.08% | +39.1% |
| Q2 2021 | $2,329,000 | +85.9% | 41,327 | +1624.8% | 0.78% | +58.2% |
| Q1 2021 | $1,253,000 | +157.8% | 2,396 | +147.5% | 0.49% | +122.7% |
| Q4 2020 | $486,000 | +96.0% | 968 | +69.8% | 0.22% | +223.5% |
| Q3 2020 | $248,000 | +230.7% | 570 | +201.6% | 0.07% | +54.5% |
| Q2 2020 | $75,000 | +141.9% | 189 | +73.4% | 0.04% | +91.3% |
| Q1 2020 | $31,000 | +3000.0% | 109 | +5350.0% | 0.02% | +2200.0% |
| Q4 2019 | $1,000 | – | 2 | – | 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% |