FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,593 | -15.0% | 5,474 | -21.6% | 0.00% | -100.0% |
| Q1 2023 | $334,691 | +5.4% | 6,980 | -10.0% | 0.00% | 0.0% |
| Q4 2022 | $317,640 | -8.5% | 7,753 | -7.6% | 0.00% | 0.0% |
| Q3 2022 | $347,000 | +35.5% | 8,389 | +41.4% | 0.00% | – |
| Q2 2022 | $256,000 | -70.3% | 5,933 | -61.8% | 0.00% | -100.0% |
| Q1 2022 | $863,000 | -5.1% | 15,537 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $909,000 | -2.2% | 14,917 | -9.8% | 0.00% | -50.0% |
| Q3 2021 | $929,000 | +0.7% | 16,535 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $923,000 | +13.5% | 16,365 | +932.5% | 0.00% | +100.0% |
| Q1 2021 | $813,000 | +2.1% | 1,585 | -0.1% | 0.00% | -50.0% |
| Q4 2020 | $796,000 | +75.3% | 1,587 | +51.7% | 0.00% | +100.0% |
| Q3 2020 | $454,000 | +16.7% | 1,046 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $389,000 | +28.4% | 994 | -2.2% | 0.00% | 0.0% |
| Q1 2020 | $303,000 | -32.8% | 1,016 | -21.4% | 0.00% | 0.0% |
| Q4 2019 | $451,000 | – | 1,292 | – | 0.00% | – |
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% |