FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,222 | -5.4% | 1,870 | -1.6% | 0.00% | 0.0% |
| Q2 2023 | $102,752 | +12.8% | 1,900 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $91,105 | -11.1% | 1,900 | -24.0% | 0.00% | 0.0% |
| Q4 2022 | $102,425 | -1.5% | 2,500 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $104,000 | -14.0% | 2,500 | -10.7% | 0.01% | -16.7% |
| Q2 2022 | $121,000 | -41.8% | 2,800 | -25.3% | 0.01% | -25.0% |
| Q1 2022 | $208,000 | -45.8% | 3,750 | -40.5% | 0.01% | -38.5% |
| Q4 2021 | $384,000 | -2.3% | 6,300 | -10.0% | 0.01% | -38.1% |
| Q3 2021 | $393,000 | -0.3% | 7,000 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $394,000 | +9.7% | 7,000 | +900.0% | 0.02% | 0.0% |
| Q1 2021 | $359,000 | – | 700 | – | 0.02% | – |
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% |