BANK OF MONTREAL /CAN/ - FIDELITY COMWLTH TR ownership

FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of FIDELITY COMWLTH TR
ValueSharesWeighting
Q1 2022$249,000
-8.1%
4,386
+0.1%
0.00%
Q4 2021$271,000
+6.7%
4,381
+0.2%
0.00%
Q3 2021$254,000
-57.1%
4,373
-58.2%
0.00%
Q2 2021$592,000
+2366.7%
10,473
+2206.8%
0.00%
Q1 2021$24,000
-89.6%
454
+0.2%
0.00%
Q4 2020$230,000
+16.8%
453
+0.2%
0.00%
Q3 2020$197,000
-2.5%
452
-7.9%
0.00%
Q2 2020$202,000
+41.3%
491
+0.2%
0.00%
Q1 2020$143,000
-16.4%
490
+0.2%
0.00%
Q4 2019$171,000
+12.5%
489
+1.2%
0.00%
Q3 2019$152,000
-33.9%
483
-34.0%
0.00%
Q2 2019$230,000
-1.7%
732
-5.2%
0.00%
Q1 2019$234,000
+23.8%
772
+6.0%
0.00%
Q4 2018$189,000
-17.5%
728
+0.4%
0.00%
Q3 2018$229,000
-7.3%
725
-13.8%
0.00%
Q2 2018$247,000
+6.5%
841
+0.2%
0.00%
Q1 2018$232,000
+625.0%
839
+617.1%
0.00%
Q4 2017$32,0001170.00%
Other shareholders
FIDELITY COMWLTH TR shareholders Q1 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