FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621 | -33.2% | 11,946 | -30.5% | 0.00% | 0.0% |
| Q2 2023 | $930 | -99.8% | 17,200 | +22.9% | 0.00% | 0.0% |
| Q3 2022 | $580,000 | -44.0% | 14,000 | -41.7% | 0.00% | 0.0% |
| Q2 2022 | $1,036,000 | -28.5% | 24,000 | +0.8% | 0.00% | -50.0% |
| Q4 2021 | $1,449,000 | -14.0% | 23,800 | -20.7% | 0.00% | 0.0% |
| Q3 2021 | $1,685,000 | -6.3% | 30,000 | -6.0% | 0.00% | 0.0% |
| Q2 2021 | $1,798,000 | -2.8% | 31,900 | +786.1% | 0.00% | 0.0% |
| Q1 2021 | $1,849,000 | +53.6% | 3,600 | +50.0% | 0.00% | +100.0% |
| Q4 2020 | $1,204,000 | +6.7% | 2,400 | -7.7% | 0.00% | 0.0% |
| Q3 2020 | $1,128,000 | -28.3% | 2,600 | -42.2% | 0.00% | 0.0% |
| Q4 2019 | $1,573,000 | +317.2% | 4,500 | +275.0% | 0.00% | – |
| Q3 2019 | $377,000 | -65.8% | 1,200 | -65.7% | 0.00% | -100.0% |
| Q2 2019 | $1,101,000 | +203.3% | 3,500 | +191.7% | 0.00% | – |
| Q1 2019 | $363,000 | -28.1% | 1,200 | -25.0% | 0.00% | -100.0% |
| Q3 2018 | $505,000 | -69.4% | 1,600 | -72.4% | 0.00% | 0.0% |
| Q2 2018 | $1,648,000 | +75.1% | 5,800 | +70.6% | 0.00% | 0.0% |
| Q1 2018 | $941,000 | +247.2% | 3,400 | +240.0% | 0.00% | – |
| Q4 2017 | $271,000 | – | 1,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| David Kennon Inc | 271,289 | $14,109,490 | 6.76% |
| Madison Wealth Partners, Inc | 228,761 | $11,893,285 | 6.02% |
| Divergent Wealth Advisors | 473,740 | $24,629,719 | 5.60% |
| Harvest Investment Advisors, LLC | 97,837 | $5,086,543 | 4.56% |
| KM Capital Management Ltd. | 120,614 | $6,270,769 | 4.29% |
| jvl associates llc | 125,097 | $6,503,793 | 3.35% |
| TCP Asset Management, LLC | 135,919 | $7,066,429 | 3.02% |
| Commonwealth Financial Services, LLC | 142,124 | $7,389,046 | 2.20% |
| Pinnacle Family Advisors, LLC | 58,586 | $3,045,912 | 1.74% |
| Analyst IMS Investment Management Services Ltd. | 517,113 | $26,833 | 1.68% |