FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 52 filers reported holding FIDELITY COMWLTH TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $195,483 | -3.9% | 3,760 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $203,341 | -23.5% | 3,760 | -32.2% | 0.02% | -25.0% |
| Q1 2023 | $265,739 | -34.3% | 5,542 | -43.9% | 0.02% | -38.5% |
| Q4 2022 | $404,702 | -2.0% | 9,878 | -0.8% | 0.04% | -9.3% |
| Q3 2022 | $413,000 | -6.1% | 9,962 | -2.2% | 0.04% | -2.3% |
| Q2 2022 | $440,000 | -22.3% | 10,188 | 0.0% | 0.04% | -8.3% |
| Q1 2022 | $566,000 | -11.1% | 10,188 | -2.6% | 0.05% | -4.0% |
| Q4 2021 | $637,000 | -63.6% | 10,458 | -66.4% | 0.05% | -67.3% |
| Q3 2021 | $1,748,000 | -13.7% | 31,120 | -13.4% | 0.15% | -13.1% |
| Q2 2021 | $2,025,000 | -32.7% | 35,930 | +499.0% | 0.18% | -40.3% |
| Q4 2020 | $3,009,000 | +11.5% | 5,998 | -3.5% | 0.30% | +1.0% |
| Q3 2020 | $2,698,000 | +5.8% | 6,217 | -4.6% | 0.29% | -3.0% |
| Q2 2020 | $2,550,000 | +30.0% | 6,519 | -0.8% | 0.30% | +4.9% |
| Q1 2020 | $1,962,000 | -15.8% | 6,571 | -1.4% | 0.29% | +4.0% |
| Q4 2019 | $2,329,000 | +10.0% | 6,663 | -1.2% | 0.28% | +1.5% |
| Q3 2019 | $2,118,000 | -4.9% | 6,744 | -4.7% | 0.27% | -5.6% |
| Q2 2019 | $2,227,000 | +1.8% | 7,077 | -2.1% | 0.29% | -3.0% |
| Q1 2019 | $2,188,000 | +16.0% | 7,228 | -0.4% | 0.30% | +1.0% |
| Q4 2018 | $1,887,000 | -18.0% | 7,259 | -0.4% | 0.29% | -5.5% |
| Q3 2018 | $2,300,000 | +6.4% | 7,287 | -0.7% | 0.31% | 0.0% |
| Q2 2018 | $2,161,000 | -47.7% | 7,335 | -50.8% | 0.31% | -1.9% |
| Q1 2018 | $4,128,000 | +98.7% | 14,912 | +94.6% | 0.32% | +0.3% |
| Q4 2017 | $2,078,000 | +2.8% | 7,663 | -3.3% | 0.32% | +2.3% |
| Q3 2017 | $2,021,000 | +5.2% | 7,921 | -0.4% | 0.31% | -3.1% |
| Q2 2017 | $1,921,000 | +2.0% | 7,952 | -1.5% | 0.32% | +12.7% |
| Q1 2017 | $1,884,000 | +1.2% | 8,076 | -8.2% | 0.28% | -8.1% |
| Q4 2016 | $1,861,000 | +1.9% | 8,794 | +0.6% | 0.31% | -1.6% |
| Q3 2016 | $1,827,000 | +21.7% | 8,745 | +10.8% | 0.31% | +15.9% |
| Q2 2016 | $1,501,000 | -2.0% | 7,890 | -1.5% | 0.27% | +3.8% |
| Q1 2016 | $1,531,000 | 0.0% | 8,009 | +3.0% | 0.26% | -1.1% |
| Q4 2015 | $1,531,000 | +5.9% | 7,779 | -2.6% | 0.26% | +0.4% |
| Q3 2015 | $1,446,000 | – | 7,983 | – | 0.26% | – |
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% |