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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,268,417 | +16.4% | 151,583 | -0.6% | 4.77% | +10.5% |
| Q4 2022 | $6,245,397 | -5.7% | 152,438 | -4.6% | 4.32% | -8.0% |
| Q3 2022 | $6,624,000 | -50.8% | 159,844 | -48.8% | 4.69% | -49.1% |
| Q2 2022 | $13,466,000 | -19.5% | 312,071 | +3.6% | 9.22% | -7.5% |
| Q1 2022 | $16,731,000 | -7.3% | 301,128 | +1.7% | 9.97% | -7.7% |
| Q4 2021 | $18,040,000 | +14.6% | 296,230 | +5.7% | 10.80% | +1.3% |
| Q3 2021 | $15,738,000 | +5.9% | 280,139 | +6.3% | 10.66% | +3.0% |
| Q2 2021 | $14,855,000 | +13.0% | 263,625 | +948.4% | 10.35% | +6.9% |
| Q1 2021 | $13,148,000 | +2.6% | 25,145 | -1.6% | 9.68% | -2.1% |
| Q4 2020 | $12,815,000 | – | 25,545 | – | 9.89% | – |
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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% |