FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99 | -3.9% | 1,900 | 0.0% | 0.00% | – |
| Q2 2023 | $103 | +13.2% | 1,900 | 0.0% | 0.00% | – |
| Q1 2023 | $91 | +16.7% | 1,900 | 0.0% | 0.00% | – |
| Q4 2022 | $78 | -99.9% | 1,900 | 0.0% | 0.00% | – |
| Q3 2022 | $79,000 | -3.7% | 1,900 | 0.0% | 0.00% | – |
| Q2 2022 | $82,000 | -22.6% | 1,900 | 0.0% | 0.00% | – |
| Q1 2022 | $106,000 | -54.3% | 1,900 | -50.0% | 0.00% | – |
| Q4 2021 | $232,000 | +116.8% | 3,800 | +100.0% | 0.00% | – |
| Q3 2021 | $107,000 | 0.0% | 1,900 | 0.0% | 0.00% | – |
| Q2 2021 | $107,000 | +245.2% | 1,900 | +3066.7% | 0.00% | – |
| Q1 2021 | $31,000 | -68.7% | 60 | -69.7% | 0.00% | – |
| Q4 2020 | $99,000 | +280.8% | 198 | +230.0% | 0.00% | – |
| Q3 2020 | $26,000 | – | 60 | – | 0.00% | – |
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% |