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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $11,000 | -91.8% | 250 | -89.6% | 0.01% | -88.1% |
| Q1 2022 | $134,000 | -55.6% | 2,404 | -51.6% | 0.04% | -68.7% |
| Q4 2021 | $302,000 | +8.2% | 4,965 | +0.1% | 0.13% | +0.8% |
| Q3 2021 | $279,000 | 0.0% | 4,958 | +0.1% | 0.13% | +3.1% |
| Q2 2021 | $279,000 | -13.1% | 4,952 | +692.3% | 0.13% | -20.4% |
| Q1 2021 | $321,000 | +13.4% | 625 | +10.8% | 0.16% | +6.6% |
| Q4 2020 | $283,000 | +16.0% | 564 | +0.2% | 0.15% | -6.2% |
| Q3 2020 | $244,000 | -50.0% | 563 | -54.9% | 0.16% | -45.5% |
| Q2 2020 | $488,000 | +35.2% | 1,249 | +3.5% | 0.30% | +14.7% |
| Q1 2020 | $361,000 | -26.5% | 1,207 | -14.1% | 0.26% | +27.0% |
| Q4 2019 | $491,000 | +11.8% | 1,405 | +0.5% | 0.20% | +5.2% |
| Q3 2019 | $439,000 | +2.1% | 1,398 | +2.3% | 0.19% | -0.5% |
| Q2 2019 | $430,000 | +14.1% | 1,366 | +9.7% | 0.20% | +13.4% |
| Q1 2019 | $377,000 | +16.7% | 1,245 | +0.1% | 0.17% | +13.9% |
| Q4 2018 | $323,000 | -17.6% | 1,244 | +0.1% | 0.15% | +2.7% |
| Q3 2018 | $392,000 | +18.1% | 1,243 | +10.4% | 0.15% | +5.8% |
| Q2 2018 | $332,000 | +18.6% | 1,126 | +11.4% | 0.14% | +14.9% |
| Q1 2018 | $280,000 | +6.9% | 1,011 | +4.6% | 0.12% | +14.2% |
| Q4 2017 | $262,000 | +13.9% | 967 | +7.1% | 0.11% | +8.2% |
| Q3 2017 | $230,000 | – | 903 | – | 0.10% | – |
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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% |