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 | $16,029,909 | +18.0% | 308,182 | +22.7% | 0.02% | 0.0% |
| Q2 2023 | $13,581,923 | -25.4% | 251,254 | -33.9% | 0.02% | -29.4% |
| Q1 2023 | $18,218,048 | +41.2% | 380,175 | +20.7% | 0.03% | +30.8% |
| Q4 2022 | $12,906,273 | +15.4% | 314,946 | +16.7% | 0.03% | 0.0% |
| Q3 2022 | $11,184,000 | +10.2% | 269,766 | +14.9% | 0.03% | +18.2% |
| Q2 2022 | $10,148,000 | -75.5% | 234,879 | -54.5% | 0.02% | -72.8% |
| Q1 2022 | $41,495,000 | +77.8% | 516,707 | +34.9% | 0.08% | +84.1% |
| Q4 2021 | $23,343,000 | +16.2% | 382,914 | +7.2% | 0.04% | +4.8% |
| Q3 2021 | $20,088,000 | +33.2% | 357,340 | +33.5% | 0.04% | +27.3% |
| Q2 2021 | $15,086,000 | +59.8% | 267,702 | +1347.9% | 0.03% | +43.5% |
| Q1 2021 | $9,439,000 | -57.1% | 18,489 | -57.8% | 0.02% | -61.0% |
| Q4 2020 | $21,994,000 | +24.0% | 43,824 | +7.2% | 0.06% | +11.3% |
| Q3 2020 | $17,732,000 | -42.9% | 40,878 | -48.4% | 0.05% | -49.0% |
| Q2 2020 | $31,028,000 | +122.2% | 79,294 | +34.1% | 0.10% | +82.5% |
| Q1 2020 | $13,965,000 | – | 59,134 | – | 0.06% | – |
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% |