FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,600,228 | -5.4% | 165,430 | -1.6% | 1.66% | +0.9% |
| Q2 2023 | $9,095,874 | +11.4% | 168,193 | -1.3% | 1.64% | +3.3% |
| Q1 2023 | $8,166,501 | +49.3% | 170,349 | +27.5% | 1.59% | +30.5% |
| Q4 2022 | $5,471,376 | +21.7% | 133,658 | +23.0% | 1.22% | +5.6% |
| Q3 2022 | $4,497,000 | +329.5% | 108,658 | +352.3% | 1.16% | +373.4% |
| Q2 2022 | $1,047,000 | -18.7% | 24,024 | +4.1% | 0.24% | +1.2% |
| Q1 2022 | $1,288,000 | +490.8% | 23,084 | +3599.4% | 0.24% | +141.0% |
| Q4 2019 | $218,000 | +7.9% | 624 | -2.8% | 0.10% | -24.8% |
| Q2 2019 | $202,000 | -1.0% | 642 | -0.5% | 0.13% | +11.8% |
| Q3 2018 | $204,000 | +7.4% | 645 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $190,000 | +6.1% | 645 | 0.0% | 0.13% | -8.7% |
| Q1 2018 | $179,000 | +0.6% | 645 | -2.0% | 0.14% | +12.2% |
| Q4 2017 | $178,000 | – | 658 | – | 0.12% | – |
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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% |