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 | $285,945 | -3.9% | 5,500 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $297,440 | +12.8% | 5,500 | 0.0% | 0.08% | +8.0% |
| Q1 2023 | $263,725 | +17.0% | 5,500 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $225,335 | -1.2% | 5,500 | 0.0% | 0.07% | -26.3% |
| Q3 2022 | $228,000 | -3.8% | 5,500 | 0.0% | 0.10% | -8.3% |
| Q2 2022 | $237,000 | -22.5% | 5,500 | 0.0% | 0.11% | +18.7% |
| Q1 2022 | $306,000 | -8.7% | 5,500 | 0.0% | 0.09% | -5.2% |
| Q4 2021 | $335,000 | +8.4% | 5,500 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $309,000 | -0.3% | 5,500 | 0.0% | 0.10% | +5.4% |
| Q2 2021 | $310,000 | +51.2% | 5,500 | +1275.0% | 0.09% | +41.5% |
| Q1 2021 | $205,000 | +2.5% | 400 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $200,000 | – | 400 | – | 0.06% | – |
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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% |