FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $31,101 | +13.9% | 525 | 0.0% | 0.01% | +14.3% |
| Q3 2023 | $27,295 | -3.9% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $28,392 | +12.8% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $25,173 | +17.0% | 525 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $21,509 | +2.4% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | -4.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $22,000 | -24.1% | 525 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | -6.5% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 525 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $29,000 | -25.6% | 525 | -25.0% | 0.01% | -22.2% |
| Q2 2021 | $39,000 | -23.5% | 700 | +600.0% | 0.01% | -30.8% |
| Q1 2021 | $51,000 | +2.0% | 100 | 0.0% | 0.01% | +18.2% |
| Q4 2020 | $50,000 | +16.3% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $43,000 | -18.9% | 100 | -27.0% | 0.01% | -21.4% |
| Q2 2020 | $53,000 | +32.5% | 137 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $40,000 | -14.9% | 137 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $47,000 | +9.3% | 137 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $43,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $43,000 | 0.0% | 137 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $43,000 | +22.9% | 137 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $35,000 | – | 137 | – | 0.01% | – |
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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% |