FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280 | -2.1% | 5,382 | +1.8% | 0.00% | 0.0% |
| Q2 2023 | $286 | +13.0% | 5,285 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $253 | +23.4% | 5,274 | +5.5% | 0.00% | 0.0% |
| Q4 2022 | $205 | -99.9% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $207,000 | -5.5% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $219,000 | -21.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | -8.6% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $304,000 | +7.8% | 5,000 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $282,000 | -68.3% | 5,012 | +182.4% | 0.00% | -75.0% |
| Q4 2020 | $890,000 | -27.0% | 1,775 | -36.8% | 0.00% | -42.9% |
| Q3 2020 | $1,219,000 | -59.7% | 2,808 | -63.7% | 0.01% | -63.2% |
| Q2 2020 | $3,023,000 | -21.1% | 7,727 | -39.0% | 0.02% | -40.6% |
| Q1 2019 | $3,831,000 | +273.8% | 12,657 | +221.1% | 0.03% | +220.0% |
| Q4 2018 | $1,025,000 | – | 3,942 | – | 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% |