Lake Point Wealth Management - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q2 2022$9,000
-18.2%
2000.0%0.01%0.0%
Q1 2022$11,000
-8.3%
2000.0%0.01%0.0%
Q4 2021$12,000
+9.1%
2000.0%0.01%0.0%
Q3 2021$11,0000.0%2000.0%0.01%0.0%
Q2 2021$11,000
+83.3%
200
+900.0%
0.01%0.0%
Q1 2020$6,000
-14.3%
200.0%0.01%
+150.0%
Q4 2019$7,000200.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2021
NameSharesValueWeighting ↓
David Kennon Inc 271,289$14,109,4906.76%
Madison Wealth Partners, Inc 228,761$11,893,2856.02%
Divergent Wealth Advisors 473,740$24,629,7195.60%
Harvest Investment Advisors, LLC 97,837$5,086,5434.56%
KM Capital Management Ltd. 120,614$6,270,7694.29%
jvl associates llc 125,097$6,503,7933.35%
TCP Asset Management, LLC 135,919$7,066,4293.02%
Commonwealth Financial Services, LLC 142,124$7,389,0462.20%
Pinnacle Family Advisors, LLC 58,586$3,045,9121.74%
Analyst IMS Investment Management Services Ltd. 517,113$26,8331.68%
View complete list of FIDELITY COMWLTH TR shareholders