Lake Point Wealth Management - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
David Kennon Inc 287,510$11,914,0006.55%
Madison Wealth Partners, Inc 232,083$9,618,0006.29%
Divergent Wealth Advisors 472,438$19,578,0005.30%
Focused Wealth Management, Inc 581,433$24,095,0005.05%
FOCUS Wealth Advisors, LLC 159,844$6,624,0004.69%
Ullmann Wealth Partners Group, LLC 407,993$16,907,0004.66%
EQ LLC 77,584$3,215,0002.78%
Analyst IMS Investment Management Services Ltd. 525,785$22,146,0002.16%
Regal Investment Advisors LLC 405,071$16,786,0001.77%
SMITH CHAS P & ASSOCIATES PA CPAS 408,112$16,912,0001.44%
View complete list of FIDELITY COMWLTH TR shareholders