FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,202,528 | -3.9% | 23,130 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,250,870 | +7.1% | 23,130 | -5.0% | 0.00% | 0.0% |
| Q1 2023 | $1,167,582 | +23.2% | 24,350 | +5.3% | 0.00% | 0.0% |
| Q4 2022 | $947,636 | -1.1% | 23,130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $958,000 | -5.4% | 23,130 | -1.5% | 0.00% | 0.0% |
| Q2 2022 | $1,013,000 | -22.3% | 23,472 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,304,000 | -8.7% | 23,472 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $1,429,000 | +8.4% | 23,472 | -0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,318,000 | -0.3% | 23,473 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,322,000 | +11.3% | 23,472 | +914.8% | 0.00% | 0.0% |
| Q1 2021 | $1,188,000 | +2.4% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $1,160,000 | +15.5% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $1,004,000 | +10.9% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $905,000 | +31.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $691,000 | -14.6% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $809,000 | +11.4% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $726,000 | -0.3% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $728,000 | +4.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $700,000 | +16.5% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $601,000 | -17.7% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $730,000 | +7.0% | 2,313 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $682,000 | – | 2,313 | – | 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% |