FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,620 | +3.6% | 9,206 | +7.8% | 0.07% | +3.1% |
| Q2 2023 | $461,951 | +19.1% | 8,542 | +5.6% | 0.06% | +6.6% |
| Q1 2023 | $387,915 | +24.5% | 8,090 | +6.4% | 0.06% | +5.2% |
| Q4 2022 | $311,495 | -7.3% | 7,603 | -6.1% | 0.06% | -7.9% |
| Q3 2022 | $336,000 | -16.4% | 8,099 | -14.2% | 0.06% | -20.3% |
| Q2 2022 | $402,000 | -47.7% | 9,442 | -40.6% | 0.08% | -34.2% |
| Q1 2022 | $769,000 | – | 15,891 | – | 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% |