FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -70.0% | 109 | -70.7% | 0.00% | -50.0% |
| Q2 2023 | $20 | +11.1% | 372 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18 | +20.0% | 372 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $15 | -99.9% | 371 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | +7.1% | 370 | +12.8% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | 0.0% | 328 | +26.2% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -86.5% | 260 | -84.8% | 0.00% | -84.6% |
| Q4 2021 | $104,000 | +7.2% | 1,711 | -1.0% | 0.01% | -7.1% |
| Q3 2021 | $97,000 | -3.0% | 1,729 | -2.3% | 0.01% | -6.7% |
| Q2 2021 | $100,000 | +9.9% | 1,770 | +900.0% | 0.02% | -6.2% |
| Q1 2021 | $91,000 | +13.8% | 177 | +11.3% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | – | 159 | – | 0.02% | – |
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% |