FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 212 filers reported holding FIDELITY COMWLTH TR in Q1 2023. The put-call ratio across all filers is 1.44 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,088,407 | +5.0% | 20,935 | +9.2% | 0.51% | +10.0% |
| Q2 2023 | $1,036,442 | +279.9% | 19,165 | +236.8% | 0.46% | +259.4% |
| Q1 2023 | $272,834 | +17.0% | 5,690 | 0.0% | 0.13% | +12.3% |
| Q4 2022 | $233,118 | -57.5% | 5,690 | -57.1% | 0.11% | -58.7% |
| Q3 2022 | $549,000 | -4.7% | 13,260 | -0.6% | 0.28% | +4.2% |
| Q2 2022 | $576,000 | -22.3% | 13,340 | 0.0% | 0.26% | -8.9% |
| Q1 2022 | $741,000 | – | 13,340 | – | 0.29% | – |
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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% |