FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,893,285 | -10.8% | 228,761 | -7.2% | 6.02% | -3.5% |
| Q2 2023 | $13,336,254 | +10.7% | 246,602 | -1.8% | 6.23% | +2.6% |
| Q1 2023 | $12,046,457 | +23.7% | 251,230 | +5.7% | 6.08% | +6.9% |
| Q4 2022 | $9,742,114 | +1.3% | 237,787 | +2.5% | 5.68% | -9.6% |
| Q3 2022 | $9,618,000 | +1.2% | 232,083 | +5.4% | 6.29% | +4.2% |
| Q2 2022 | $9,506,000 | -14.5% | 220,296 | +10.1% | 6.04% | -2.9% |
| Q1 2022 | $11,121,000 | -3.4% | 200,156 | +5.9% | 6.22% | +7.4% |
| Q4 2021 | $11,511,000 | +15.3% | 189,016 | +6.4% | 5.79% | +2.8% |
| Q3 2021 | $9,982,000 | +6.6% | 177,671 | +6.9% | 5.63% | +5.0% |
| Q2 2021 | $9,364,000 | +51.3% | 166,182 | +1247.1% | 5.36% | +29.1% |
| Q4 2020 | $6,188,000 | – | 12,336 | – | 4.15% | – |
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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% |