FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $281,000 | -3.4% | 4,626 | -10.2% | 0.01% | 0.0% |
| Q3 2021 | $291,000 | -0.3% | 5,150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $292,000 | -32.4% | 5,150 | -35.2% | 0.01% | -8.3% |
| Q1 2021 | $432,000 | +58.2% | 7,950 | +876.7% | 0.01% | +9.1% |
| Q4 2020 | $273,000 | +70.6% | 814 | +115.3% | 0.01% | +37.5% |
| Q3 2020 | $160,000 | +6.0% | 378 | -5.3% | 0.01% | 0.0% |
| Q2 2020 | $151,000 | -35.5% | 399 | -50.2% | 0.01% | -50.0% |
| Q1 2020 | $234,000 | +239.1% | 801 | +304.5% | 0.02% | +300.0% |
| Q4 2019 | $69,000 | +13.1% | 198 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $61,000 | -80.8% | 198 | -80.4% | 0.00% | -80.0% |
| Q2 2019 | $317,000 | +4.3% | 1,010 | +0.3% | 0.02% | 0.0% |
| Q1 2019 | $304,000 | +24.6% | 1,007 | +6.7% | 0.02% | +11.1% |
| Q4 2018 | $244,000 | -17.8% | 944 | +0.3% | 0.02% | -10.0% |
| Q3 2018 | $297,000 | +12.5% | 941 | +4.8% | 0.02% | -4.8% |
| Q2 2018 | $264,000 | +3.9% | 898 | -2.3% | 0.02% | -4.5% |
| Q1 2018 | $254,000 | +2.4% | 919 | +0.2% | 0.02% | 0.0% |
| Q4 2017 | $248,000 | +6.4% | 917 | +0.2% | 0.02% | -4.3% |
| Q3 2017 | $233,000 | +5.9% | 915 | +0.2% | 0.02% | 0.0% |
| Q2 2017 | $220,000 | +88.0% | 913 | +81.9% | 0.02% | +91.7% |
| Q1 2017 | $117,000 | +387.5% | 502 | +325.4% | 0.01% | +300.0% |
| Q4 2016 | $24,000 | 0.0% | 118 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $24,000 | +33.3% | 118 | +22.9% | 0.00% | 0.0% |
| Q2 2016 | $18,000 | +12.5% | 96 | +11.6% | 0.00% | +50.0% |
| Q1 2016 | $16,000 | – | 86 | – | 0.00% | – |
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% |