FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $937,000 | -5.2% | 16,685 | -4.8% | 0.06% | -4.5% |
| Q2 2021 | $988,000 | +17.9% | 17,525 | +973.8% | 0.07% | +8.2% |
| Q1 2021 | $838,000 | +7.4% | 1,632 | +5.0% | 0.06% | +1.7% |
| Q4 2020 | $780,000 | +14.9% | 1,554 | +4.5% | 0.06% | +1.7% |
| Q3 2020 | $679,000 | +31.3% | 1,487 | +12.6% | 0.06% | +18.0% |
| Q2 2020 | $517,000 | +31.2% | 1,321 | +0.1% | 0.05% | +11.1% |
| Q1 2020 | $394,000 | +55.7% | 1,320 | +82.1% | 0.04% | +87.5% |
| Q4 2019 | $253,000 | +11.0% | 725 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $228,000 | -0.9% | 725 | -1.0% | 0.02% | 0.0% |
| Q2 2019 | $230,000 | +1.3% | 732 | -2.3% | 0.02% | -4.0% |
| Q1 2019 | $227,000 | – | 749 | – | 0.02% | – |
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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% |