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 | $256,031 | -3.7% | 4,925 | +0.2% | 0.06% | +3.2% |
| Q2 2023 | $265,815 | +13.0% | 4,915 | +0.2% | 0.06% | +6.9% |
| Q1 2023 | $235,284 | +25.9% | 4,907 | +7.6% | 0.06% | +16.0% |
| Q4 2022 | $186,878 | -7.5% | 4,561 | -6.5% | 0.05% | -18.0% |
| Q3 2022 | $202,000 | +14.1% | 4,877 | +18.6% | 0.06% | +17.3% |
| Q2 2022 | $177,000 | -2.2% | 4,112 | +25.6% | 0.05% | +18.2% |
| Q1 2022 | $181,000 | – | 3,273 | – | 0.04% | – |
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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% |