FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 227 filers reported holding FIDELITY COMWLTH TR in Q2 2023. The put-call ratio across all filers is 0.03 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,119 | +6.7% | 7,080 | +10.9% | 0.00% | – |
| Q2 2023 | $345,139 | +50.8% | 6,382 | +33.7% | 0.00% | – |
| Q1 2023 | $228,865 | +25.0% | 4,773 | +6.8% | 0.00% | – |
| Q4 2022 | $183,096 | -79.1% | 4,469 | -78.8% | 0.00% | -100.0% |
| Q3 2022 | $875,000 | +383.4% | 21,100 | +403.6% | 0.00% | – |
| Q2 2022 | $181,000 | -44.0% | 4,190 | -27.9% | 0.00% | -100.0% |
| Q1 2022 | $323,000 | +124.3% | 5,809 | +145.2% | 0.00% | – |
| Q4 2021 | $144,000 | +21.0% | 2,369 | +12.3% | 0.00% | – |
| Q3 2021 | $119,000 | +11.2% | 2,109 | +11.0% | 0.00% | – |
| Q2 2021 | $107,000 | +81.4% | 1,900 | +1552.2% | 0.00% | – |
| Q1 2021 | $59,000 | +11.3% | 115 | +9.5% | 0.00% | – |
| Q4 2020 | $53,000 | +657.1% | 105 | +517.6% | 0.00% | – |
| Q3 2020 | $7,000 | -65.0% | 17 | -66.0% | 0.00% | – |
| Q2 2020 | $20,000 | -93.7% | 50 | -95.3% | 0.00% | -100.0% |
| Q1 2020 | $316,000 | +15700.0% | 1,059 | +15028.6% | 0.00% | – |
| Q4 2018 | $2,000 | -92.3% | 7 | -92.7% | 0.00% | – |
| Q4 2017 | $26,000 | +8.3% | 96 | 0.0% | 0.00% | – |
| Q3 2017 | $24,000 | -31.4% | 96 | -34.2% | 0.00% | – |
| Q2 2017 | $35,000 | – | 146 | – | 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% |