FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $243,467 | -9.4% | 4,683 | -5.8% | 0.01% | 0.0% |
| Q2 2023 | $268,756 | +14.9% | 4,970 | +1.9% | 0.01% | +11.1% |
| Q1 2023 | $233,821 | +17.5% | 4,876 | +0.4% | 0.01% | +12.5% |
| Q4 2022 | $199,003 | +0.0% | 4,857 | +1.0% | 0.01% | -11.1% |
| Q3 2022 | $199,000 | +947.4% | 4,811 | +966.7% | 0.01% | +800.0% |
| Q2 2022 | $19,000 | -24.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | -7.4% | 451 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 451 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +8.7% | 451 | +902.2% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +4.5% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +15.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +11.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $17,000 | +30.8% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -13.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | -17.6% | 45 | -18.2% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -17.6% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -21.1% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $19,000 | +35.7% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $14,000 | – | 55 | – | 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% |