FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,041 | +139.2% | 12,792 | +155.7% | 0.03% | +62.5% |
| Q1 2022 | $278,000 | -18.5% | 5,003 | -10.7% | 0.02% | -11.1% |
| Q4 2021 | $341,000 | +4.3% | 5,601 | -3.8% | 0.02% | -5.3% |
| Q3 2021 | $327,000 | -0.3% | 5,821 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $328,000 | -2.4% | 5,813 | +790.2% | 0.02% | -17.4% |
| Q1 2021 | $336,000 | +1.2% | 653 | -1.5% | 0.02% | -8.0% |
| Q4 2020 | $332,000 | +7.8% | 663 | -6.6% | 0.02% | -7.4% |
| Q3 2020 | $308,000 | +7.7% | 710 | -2.7% | 0.03% | -3.6% |
| Q2 2020 | $286,000 | +33.0% | 730 | +1.5% | 0.03% | -3.4% |
| Q1 2020 | $215,000 | -21.2% | 719 | -8.1% | 0.03% | 0.0% |
| Q4 2019 | $273,000 | +13.8% | 782 | +2.5% | 0.03% | -9.4% |
| Q3 2019 | $240,000 | +10.6% | 763 | +10.4% | 0.03% | +14.3% |
| Q2 2019 | $217,000 | +8.5% | 691 | +4.4% | 0.03% | -6.7% |
| Q1 2019 | $200,000 | – | 662 | – | 0.03% | – |
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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% |