FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,546,393 | -1.3% | 356,730 | +2.6% | 0.18% | -3.2% |
| Q2 2023 | $18,797,938 | +18.1% | 347,595 | +4.7% | 0.19% | +8.7% |
| Q1 2023 | $15,918,128 | +34.5% | 331,973 | +14.9% | 0.17% | +64.8% |
| Q4 2022 | $11,832,628 | -99.9% | 288,812 | -40.3% | 0.10% | -1.9% |
| Q3 2022 | $10,038,028,000 | +72126.4% | 483,988 | +50.3% | 0.11% | -25.2% |
| Q2 2022 | $13,898,000 | -33.2% | 322,089 | -14.0% | 0.14% | -34.1% |
| Q1 2022 | $20,814,000 | +141.5% | 374,629 | +164.7% | 0.22% | +149.4% |
| Q4 2021 | $8,619,000 | +8.9% | 141,522 | +0.5% | 0.09% | +10.1% |
| Q3 2021 | $7,914,000 | +0.2% | 140,870 | +0.5% | 0.08% | -12.2% |
| Q2 2021 | $7,899,000 | +6.8% | 140,185 | +873.8% | 0.09% | -4.3% |
| Q1 2021 | $7,393,000 | -47.8% | 14,396 | -49.1% | 0.09% | -42.7% |
| Q4 2020 | $14,171,000 | -99.9% | 28,296 | +24.0% | 0.16% | -11.4% |
| Q3 2020 | $9,892,000,000 | – | 22,819 | – | 0.18% | – |
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% |