FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,786,803 | -3.6% | 149,775 | +0.3% | 1.46% | -3.1% |
| Q2 2023 | $8,079,527 | +9.2% | 149,400 | -3.1% | 1.51% | -2.6% |
| Q1 2023 | $7,396,690 | +12.0% | 154,258 | -4.3% | 1.55% | +2.4% |
| Q4 2022 | $6,603,150 | +51.4% | 161,170 | +53.2% | 1.51% | +59.7% |
| Q3 2022 | $4,360,000 | -7.2% | 105,203 | -3.4% | 0.95% | -3.1% |
| Q2 2022 | $4,698,000 | -22.6% | 108,884 | -0.3% | 0.98% | -2.1% |
| Q1 2022 | $6,069,000 | -11.3% | 109,238 | -2.8% | 1.00% | -7.2% |
| Q4 2021 | $6,841,000 | +7.8% | 112,331 | -0.5% | 1.07% | -11.2% |
| Q3 2021 | $6,345,000 | -0.1% | 112,940 | +0.2% | 1.21% | -4.4% |
| Q2 2021 | $6,354,000 | -17.9% | 112,764 | +648.6% | 1.26% | -25.4% |
| Q1 2021 | $7,736,000 | -12.4% | 15,064 | -14.4% | 1.70% | -10.7% |
| Q4 2020 | $8,832,000 | +19.1% | 17,606 | +3.0% | 1.90% | +2.5% |
| Q3 2020 | $7,416,000 | +11.5% | 17,089 | +0.5% | 1.85% | -10.4% |
| Q2 2020 | $6,653,000 | +30.7% | 17,009 | -0.3% | 2.07% | +1.5% |
| Q1 2020 | $5,092,000 | -19.9% | 17,054 | -6.2% | 2.04% | -5.1% |
| Q4 2019 | $6,358,000 | +12.2% | 18,189 | +0.8% | 2.15% | -3.2% |
| Q3 2019 | $5,668,000 | -3.5% | 18,049 | -3.3% | 2.22% | -6.1% |
| Q2 2019 | $5,874,000 | -1.4% | 18,667 | -5.1% | 2.36% | -7.2% |
| Q1 2019 | $5,955,000 | +15.7% | 19,674 | -0.6% | 2.54% | -1.6% |
| Q4 2018 | $5,145,000 | -19.7% | 19,792 | -2.6% | 2.58% | -3.3% |
| Q3 2018 | $6,411,000 | +5.0% | 20,312 | +0.2% | 2.67% | -8.7% |
| Q2 2018 | $6,107,000 | +9.1% | 20,266 | +0.2% | 2.93% | -10.6% |
| Q1 2018 | $5,598,000 | +1.8% | 20,220 | -0.3% | 3.27% | -1.6% |
| Q4 2017 | $5,499,000 | +8.3% | 20,282 | +1.9% | 3.33% | -5.2% |
| Q3 2017 | $5,078,000 | +7.4% | 19,900 | +1.6% | 3.51% | +10.0% |
| Q2 2017 | $4,730,000 | +14.9% | 19,582 | +11.0% | 3.19% | +24.3% |
| Q1 2017 | $4,115,000 | +32.9% | 17,642 | +20.6% | 2.57% | +22.8% |
| Q4 2016 | $3,097,000 | +6.2% | 14,633 | +4.8% | 2.09% | -2.4% |
| Q3 2016 | $2,916,000 | +3.3% | 13,958 | -5.9% | 2.14% | -1.5% |
| Q2 2016 | $2,822,000 | -6.4% | 14,837 | -5.9% | 2.17% | -10.5% |
| Q1 2016 | $3,014,000 | – | 15,763 | – | 2.43% | – |
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% |