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 | $1,794,687 | -21.5% | 34,520 | -18.3% | 0.25% | -14.7% |
| Q2 2023 | $2,285,214 | +26.6% | 42,256 | +12.2% | 0.29% | +19.1% |
| Q1 2023 | $1,805,380 | +17.3% | 37,651 | +0.2% | 0.25% | +9.3% |
| Q4 2022 | $1,539,293 | -2.8% | 37,571 | -1.7% | 0.22% | -3.4% |
| Q3 2022 | $1,584,000 | -5.9% | 38,220 | -2.0% | 0.23% | +5.0% |
| Q2 2022 | $1,683,000 | -19.3% | 39,015 | +4.0% | 0.22% | +3.7% |
| Q1 2022 | $2,085,000 | -16.8% | 37,528 | -8.8% | 0.21% | -11.6% |
| Q4 2021 | $2,505,000 | +7.7% | 41,139 | -0.6% | 0.24% | -4.3% |
| Q3 2021 | $2,325,000 | -6.5% | 41,390 | -6.2% | 0.25% | -10.6% |
| Q2 2021 | $2,486,000 | +13.4% | 44,111 | +933.0% | 0.28% | -0.7% |
| Q1 2021 | $2,193,000 | -16.4% | 4,270 | -18.4% | 0.28% | -24.6% |
| Q4 2020 | $2,624,000 | +16.3% | 5,231 | +0.6% | 0.38% | -6.0% |
| Q3 2020 | $2,257,000 | +0.1% | 5,201 | -19.4% | 0.40% | -0.2% |
| Q4 2019 | $2,255,000 | -30.7% | 6,452 | -37.7% | 0.40% | -39.6% |
| Q3 2019 | $3,252,000 | +1.3% | 10,356 | -2.4% | 0.67% | -16.7% |
| Q1 2019 | $3,211,000 | +13.2% | 10,609 | -2.8% | 0.80% | -3.5% |
| Q4 2018 | $2,837,000 | +87.9% | 10,914 | +128.1% | 0.83% | +113.4% |
| Q3 2018 | $1,510,000 | +13.7% | 4,785 | +6.2% | 0.39% | +4.9% |
| Q2 2018 | $1,328,000 | +7.9% | 4,506 | +1.3% | 0.37% | +20.1% |
| Q1 2018 | $1,231,000 | +3.4% | 4,446 | +1.2% | 0.31% | +2.7% |
| Q4 2017 | $1,191,000 | -5.7% | 4,395 | -11.2% | 0.30% | -28.2% |
| Q3 2017 | $1,263,000 | -20.0% | 4,949 | -24.3% | 0.42% | -15.9% |
| Q2 2017 | $1,579,000 | -55.6% | 6,535 | -57.1% | 0.50% | -64.0% |
| Q1 2017 | $3,553,000 | +38.7% | 15,235 | +25.9% | 1.38% | +13.5% |
| Q4 2016 | $2,561,000 | -21.0% | 12,103 | -28.9% | 1.22% | -29.1% |
| Q2 2016 | $3,240,000 | -3.0% | 17,034 | -2.5% | 1.72% | -17.6% |
| Q1 2016 | $3,339,000 | -2.3% | 17,462 | +0.5% | 2.09% | -7.4% |
| Q4 2015 | $3,418,000 | +10.0% | 17,370 | +1.2% | 2.25% | +3.9% |
| Q3 2015 | $3,108,000 | -4.5% | 17,163 | +3.5% | 2.17% | -5.7% |
| Q2 2015 | $3,254,000 | +1308.7% | 16,577 | +1164.5% | 2.30% | +576.8% |
| Q3 2014 | $231,000 | – | 1,311 | – | 0.34% | – |
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% |