FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $300,000 | -5.4% | 7,248 | -1.4% | 0.03% | +3.6% |
| Q2 2022 | $317,000 | -43.5% | 7,348 | -27.3% | 0.03% | -34.9% |
| Q1 2022 | $561,000 | -15.0% | 10,104 | -6.7% | 0.04% | -10.4% |
| Q4 2021 | $660,000 | +8.4% | 10,833 | 0.0% | 0.05% | +2.1% |
| Q3 2021 | $609,000 | -0.2% | 10,833 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $610,000 | +8.0% | 10,833 | +884.8% | 0.05% | -2.1% |
| Q1 2021 | $565,000 | -4.2% | 1,100 | -6.4% | 0.05% | -7.7% |
| Q4 2020 | $590,000 | +15.7% | 1,175 | 0.0% | 0.05% | +6.1% |
| Q3 2020 | $510,000 | +8.7% | 1,175 | -1.9% | 0.05% | 0.0% |
| Q2 2020 | $469,000 | +40.4% | 1,198 | +7.3% | 0.05% | +16.7% |
| Q1 2020 | $334,000 | -32.9% | 1,117 | -21.6% | 0.04% | -14.3% |
| Q4 2019 | $498,000 | +11.2% | 1,424 | -0.3% | 0.05% | +8.9% |
| Q3 2019 | $448,000 | -1.1% | 1,428 | -0.8% | 0.04% | -4.3% |
| Q2 2019 | $453,000 | -0.9% | 1,439 | -4.7% | 0.05% | -4.1% |
| Q1 2019 | $457,000 | +17.5% | 1,510 | +1.0% | 0.05% | -22.2% |
| Q4 2018 | $389,000 | +0.3% | 1,495 | +21.5% | 0.06% | +61.5% |
| Q3 2018 | $388,000 | +9.6% | 1,230 | +2.4% | 0.04% | +5.4% |
| Q2 2018 | $354,000 | +7.6% | 1,201 | +1.0% | 0.04% | 0.0% |
| Q1 2018 | $329,000 | – | 1,189 | – | 0.04% | – |
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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% |