FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 123 filers reported holding FIDELITY COMWLTH TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546 | +11.4% | 10,515 | +15.9% | 0.05% | -15.6% |
| Q2 2023 | $490 | +12.6% | 9,072 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $435 | +25.4% | 9,072 | +7.1% | 0.06% | +12.3% |
| Q4 2022 | $347 | -99.9% | 8,472 | -35.5% | 0.06% | -44.7% |
| Q3 2022 | $543,000 | +51.7% | 13,126 | +57.9% | 0.10% | +56.1% |
| Q2 2022 | $358,000 | -22.3% | 8,313 | 0.0% | 0.07% | -12.0% |
| Q1 2022 | $461,000 | -8.9% | 8,313 | 0.0% | 0.08% | -29.2% |
| Q4 2021 | $506,000 | +8.4% | 8,313 | 0.0% | 0.11% | -7.0% |
| Q3 2021 | $467,000 | -10.2% | 8,313 | -9.9% | 0.11% | -12.3% |
| Q2 2021 | $520,000 | +9.7% | 9,230 | +900.0% | 0.13% | -1.5% |
| Q1 2021 | $474,000 | +2.4% | 923 | 0.0% | 0.13% | -8.3% |
| Q4 2020 | $463,000 | +8.7% | 923 | -6.1% | 0.14% | -10.0% |
| Q3 2020 | $426,000 | +10.1% | 983 | -0.6% | 0.16% | -0.6% |
| Q2 2020 | $387,000 | +32.5% | 989 | +1.1% | 0.16% | +54.8% |
| Q1 2020 | $292,000 | -9.0% | 978 | +6.5% | 0.10% | -2.8% |
| Q4 2019 | $321,000 | +11.5% | 918 | 0.0% | 0.11% | -1.8% |
| Q3 2019 | $288,000 | -99.9% | 918 | +6.1% | 0.11% | +5.8% |
| Q2 2019 | $272,189,000 | +103788.9% | 865 | 0.0% | 0.10% | -4.6% |
| Q1 2019 | $262,000 | +17.0% | 865 | 0.0% | 0.11% | -1.8% |
| Q4 2018 | $224,000 | – | 865 | – | 0.11% | – |
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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% |