FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 135 filers reported holding FIDELITY COMWLTH TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,099,433 | +41.7% | 21,147 | +47.4% | 0.92% | +34.6% |
| Q2 2023 | $775,940 | +351.9% | 14,348 | +300.7% | 0.68% | +307.1% |
| Q1 2023 | $171,709 | -80.5% | 3,581 | -83.4% | 0.17% | -83.4% |
| Q4 2022 | $882,576 | -4.0% | 21,542 | -2.9% | 1.01% | -7.3% |
| Q3 2022 | $919,000 | -6.5% | 22,178 | -2.6% | 1.09% | +6.6% |
| Q2 2022 | $983,000 | -15.6% | 22,780 | +8.6% | 1.02% | +5.7% |
| Q1 2022 | $1,165,000 | -51.2% | 20,976 | -46.5% | 0.97% | -46.3% |
| Q4 2021 | $2,388,000 | -0.9% | 39,212 | -8.6% | 1.81% | -2.6% |
| Q3 2021 | $2,410,000 | +60.0% | 42,898 | +60.5% | 1.86% | +52.3% |
| Q2 2021 | $1,506,000 | +92.6% | 26,732 | +1656.4% | 1.22% | +88.8% |
| Q1 2021 | $782,000 | -66.8% | 1,522 | -67.6% | 0.64% | -69.6% |
| Q4 2020 | $2,355,000 | +19.8% | 4,695 | +3.6% | 2.12% | +4.9% |
| Q3 2020 | $1,966,000 | +41.7% | 4,530 | +27.8% | 2.02% | +25.5% |
| Q2 2020 | $1,387,000 | +23.3% | 3,545 | -5.9% | 1.61% | +9.5% |
| Q1 2020 | $1,125,000 | -14.1% | 3,769 | +0.6% | 1.47% | +17.3% |
| Q4 2019 | $1,310,000 | – | 3,748 | – | 1.26% | – |
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% |