FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,524,536 | -2.0% | 29,324 | +1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,556,209 | +9.5% | 28,776 | -2.9% | 0.00% | 0.0% |
| Q1 2023 | $1,421,283 | -1.6% | 29,641 | -15.9% | 0.00% | 0.0% |
| Q4 2022 | $1,444,074 | +5.9% | 35,247 | +7.1% | 0.00% | 0.0% |
| Q3 2022 | $1,364,000 | +7.6% | 32,917 | +12.0% | 0.00% | 0.0% |
| Q2 2022 | $1,268,000 | -32.8% | 29,388 | -13.5% | 0.00% | -50.0% |
| Q1 2022 | $1,888,000 | +24.3% | 33,976 | +36.2% | 0.00% | +100.0% |
| Q4 2021 | $1,519,000 | +45.2% | 24,941 | +33.9% | 0.00% | 0.0% |
| Q3 2021 | $1,046,000 | -11.4% | 18,624 | -11.1% | 0.00% | 0.0% |
| Q2 2021 | $1,180,000 | +1.2% | 20,943 | +822.2% | 0.00% | 0.0% |
| Q1 2021 | $1,166,000 | +29.4% | 2,271 | +26.4% | 0.00% | 0.0% |
| Q4 2020 | $901,000 | +57.0% | 1,796 | +35.9% | 0.00% | 0.0% |
| Q3 2020 | $574,000 | +10.4% | 1,322 | -0.7% | 0.00% | 0.0% |
| Q2 2020 | $520,000 | +29.7% | 1,331 | -0.9% | 0.00% | 0.0% |
| Q1 2020 | $401,000 | -25.0% | 1,343 | -12.3% | 0.00% | 0.0% |
| Q4 2019 | $535,000 | +13.3% | 1,532 | +1.9% | 0.00% | 0.0% |
| Q3 2019 | $472,000 | -5.0% | 1,504 | -4.7% | 0.00% | 0.0% |
| Q2 2019 | $497,000 | -2.9% | 1,579 | -6.6% | 0.00% | 0.0% |
| Q1 2019 | $512,000 | +19.9% | 1,690 | +3.0% | 0.00% | 0.0% |
| Q4 2018 | $427,000 | -7.8% | 1,641 | +11.9% | 0.00% | 0.0% |
| Q3 2018 | $463,000 | -2.5% | 1,467 | -9.0% | 0.00% | 0.0% |
| Q2 2018 | $475,000 | -74.5% | 1,612 | -76.6% | 0.00% | -66.7% |
| Q4 2017 | $1,866,000 | – | 6,882 | – | 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% |