MERITAGE PORTFOLIO MANAGEMENT - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
MERITAGE PORTFOLIO MANAGEMENT ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q3 2021$256,0000.0%4,5500.0%0.02%0.0%
Q2 2021$256,000
+9.4%
4,550
+900.0%
0.02%
-6.2%
Q1 2021$234,000
+2.6%
4550.0%0.02%
-5.9%
Q4 2020$228,000
+7.5%
455
-36.8%
0.02%
-19.0%
Q2 2018$212,0007200.02%
Other shareholders
FIDELITY COMWLTH TR shareholders Q4 2021
NameSharesValueWeighting ↓
David Kennon Inc 285,647$11,702,9466.09%
Madison Wealth Partners, Inc 237,787$9,742,1145.68%
Divergent Wealth Advisors 479,527$19,646,2154.92%
LJI Wealth Management, LLC 331,670$13,588,5074.76%
Ullmann Wealth Partners Group, LLC 429,114$17,580,8144.32%
FOCUS Wealth Advisors, LLC 152,438$6,245,3974.32%
Harvest Investment Advisors, LLC 100,510$4,117,8953.87%
jvl associates llc 124,190$5,088,0642.96%
KM Capital Management Ltd. 63,436$2,599,0102.58%
HOLLENCREST CAPITAL MANAGEMENT 371,708$15,228,8771.88%
View complete list of FIDELITY COMWLTH TR shareholders