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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $232,000 | -46.0% | 4,188 | -40.8% | 0.07% | -40.0% |
| Q4 2021 | $430,000 | +21.1% | 7,072 | +11.8% | 0.12% | +47.4% |
| Q3 2021 | $355,000 | +5.7% | 6,325 | +6.2% | 0.08% | +21.9% |
| Q2 2021 | $336,000 | -25.0% | 5,955 | +582.9% | 0.06% | -26.4% |
| Q1 2021 | $448,000 | -3.2% | 872 | -5.5% | 0.09% | +4.8% |
| Q4 2020 | $463,000 | +18.4% | 923 | +2.4% | 0.08% | +3.8% |
| Q3 2020 | $391,000 | -39.5% | 901 | -51.2% | 0.08% | -38.5% |
| Q4 2019 | $646,000 | +48.5% | 1,847 | +33.5% | 0.13% | +34.0% |
| Q3 2019 | $435,000 | -4.0% | 1,384 | -3.8% | 0.10% | -24.2% |
| Q2 2019 | $453,000 | -6.2% | 1,439 | -9.7% | 0.13% | -12.9% |
| Q1 2019 | $483,000 | +83.0% | 1,594 | +90.4% | 0.15% | +88.5% |
| Q3 2018 | $264,000 | +25.7% | 837 | +23.5% | 0.08% | +27.9% |
| Q2 2018 | $210,000 | -47.4% | 678 | -52.9% | 0.06% | -47.0% |
| Q1 2018 | $399,000 | -29.3% | 1,439 | -25.3% | 0.12% | -19.0% |
| Q4 2017 | $564,000 | – | 1,926 | – | 0.14% | – |
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% |