FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,383 | -2.8% | 15,203 | +1.1% | 0.69% | +1.6% |
| Q2 2023 | $813,445 | +1.3% | 15,042 | -10.2% | 0.68% | -1.4% |
| Q1 2023 | $802,989 | +18.7% | 16,746 | +1.4% | 0.69% | +18.1% |
| Q4 2022 | $676,670 | -0.2% | 16,516 | +1.0% | 0.59% | -20.6% |
| Q3 2022 | $678,000 | -3.4% | 16,352 | +0.4% | 0.74% | -9.2% |
| Q2 2022 | $702,000 | -29.7% | 16,280 | -9.4% | 0.81% | -30.6% |
| Q1 2022 | $999,000 | -25.9% | 17,977 | -18.9% | 1.17% | -14.1% |
| Q4 2021 | $1,349,000 | -15.0% | 22,155 | -21.6% | 1.36% | -11.9% |
| Q3 2021 | $1,587,000 | -22.1% | 28,246 | -21.9% | 1.55% | -18.6% |
| Q2 2021 | $2,037,000 | -10.5% | 36,150 | +715.8% | 1.90% | -15.0% |
| Q1 2021 | $2,276,000 | +1.9% | 4,431 | -0.5% | 2.24% | -13.5% |
| Q4 2020 | $2,233,000 | +15.6% | 4,452 | +0.1% | 2.59% | -11.3% |
| Q3 2020 | $1,931,000 | +11.0% | 4,449 | 0.0% | 2.92% | +18.1% |
| Q2 2020 | $1,740,000 | +29.5% | 4,449 | -1.2% | 2.47% | +16.5% |
| Q1 2020 | $1,344,000 | +7.2% | 4,501 | +25.4% | 2.12% | +15.4% |
| Q4 2019 | $1,254,000 | +15.3% | 3,588 | +3.6% | 1.84% | +2.5% |
| Q3 2019 | $1,088,000 | +16.1% | 3,464 | +16.3% | 1.80% | +160.5% |
| Q2 2019 | $937,000 | – | 2,979 | – | 0.69% | – |
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% |