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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,947,692 | +556.9% | 75,932 | +601.6% | 1.34% | +433.9% |
| Q1 2022 | $601,000 | -8.4% | 10,823 | +0.5% | 0.25% | -19.3% |
| Q4 2021 | $656,000 | +8.6% | 10,765 | +0.2% | 0.31% | -16.6% |
| Q3 2021 | $604,000 | -0.2% | 10,745 | +0.1% | 0.37% | +3.0% |
| Q2 2021 | $605,000 | +10.0% | 10,729 | +900.8% | 0.36% | +3.4% |
| Q1 2021 | $550,000 | +2.4% | 1,072 | +0.2% | 0.35% | +6.4% |
| Q4 2020 | $537,000 | – | 1,070 | – | 0.33% | – |
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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% |