FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $32,000 | – | 117 | – | 0.00% | – |
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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% |