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 | $3,045,912 | +49.3% | 58,586 | +55.3% | 1.74% | +58.5% |
| Q2 2023 | $2,040,220 | -6.2% | 37,726 | -16.8% | 1.10% | -16.8% |
| Q1 2023 | $2,175,395 | +72.8% | 45,368 | +47.7% | 1.32% | +47.3% |
| Q4 2022 | $1,258,800 | -19.7% | 30,725 | +8.9% | 0.90% | +7.7% |
| Q1 2022 | $1,568,000 | -46.6% | 28,221 | -41.4% | 0.84% | -37.2% |
| Q4 2021 | $2,935,000 | -14.8% | 48,187 | -21.5% | 1.33% | -13.8% |
| Q3 2021 | $3,446,000 | +1.0% | 61,346 | +1.3% | 1.54% | +3.4% |
| Q2 2021 | $3,413,000 | +10.7% | 60,567 | +909.3% | 1.49% | -7.7% |
| Q1 2021 | $3,082,000 | -27.8% | 6,001 | -29.4% | 1.62% | -38.1% |
| Q4 2020 | $4,266,000 | +27.0% | 8,505 | +9.9% | 2.61% | +15.0% |
| Q3 2020 | $3,359,000 | -25.6% | 7,739 | -33.0% | 2.27% | -42.4% |
| Q2 2020 | $4,517,000 | +118.7% | 11,549 | +68.6% | 3.94% | +58.8% |
| Q1 2020 | $2,065,000 | -37.3% | 6,848 | -27.3% | 2.48% | -16.2% |
| Q4 2019 | $3,291,000 | -8.6% | 9,414 | -17.9% | 2.96% | -6.7% |
| Q3 2019 | $3,599,000 | +1.6% | 11,461 | +1.9% | 3.18% | +8.2% |
| Q2 2019 | $3,541,000 | +4.2% | 11,252 | +0.3% | 2.94% | -2.8% |
| Q1 2019 | $3,397,000 | +47.8% | 11,222 | +26.9% | 3.02% | +95.4% |
| Q4 2018 | $2,299,000 | +20.3% | 8,843 | +46.1% | 1.55% | +53.1% |
| Q3 2018 | $1,911,000 | +7.2% | 6,054 | +0.1% | 1.01% | +6.5% |
| Q2 2018 | $1,782,000 | +88.6% | 6,049 | +77.2% | 0.95% | +75.9% |
| Q1 2018 | $945,000 | +28.9% | 3,414 | +26.3% | 0.54% | +59.5% |
| Q4 2017 | $733,000 | +6.2% | 2,703 | -0.1% | 0.34% | +4.3% |
| Q3 2017 | $690,000 | +2.1% | 2,705 | -3.3% | 0.32% | -14.1% |
| Q2 2017 | $676,000 | +0.9% | 2,796 | -2.7% | 0.38% | -8.9% |
| Q1 2017 | $670,000 | +10.2% | 2,874 | -0.1% | 0.41% | +11.3% |
| Q4 2016 | $608,000 | – | 2,876 | – | 0.37% | – |
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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% |