FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,107 | -4.6% | 9,677 | -0.8% | 0.02% | -3.8% |
| Q2 2023 | $527,324 | +11.5% | 9,751 | -1.1% | 0.03% | 0.0% |
| Q1 2023 | $472,984 | +15.1% | 9,864 | -1.7% | 0.03% | +4.0% |
| Q4 2022 | $411,067 | -4.6% | 10,033 | +0.4% | 0.02% | -13.8% |
| Q3 2022 | $431,000 | 0.0% | 9,995 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $431,000 | -22.9% | 9,995 | +8.8% | 0.03% | -12.1% |
| Q4 2021 | $559,000 | -65.8% | 9,187 | -68.4% | 0.03% | -36.5% |
| Q3 2021 | $1,634,000 | -1.8% | 29,081 | -1.5% | 0.05% | -1.9% |
| Q2 2021 | $1,664,000 | +63.8% | 29,535 | +1393.2% | 0.05% | +43.2% |
| Q1 2021 | $1,016,000 | – | 1,978 | – | 0.04% | – |
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% |