FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 197 filers reported holding FIDELITY COMWLTH TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,434,452 | -17.2% | 27,591 | -13.8% | 0.00% | -20.0% |
Q2 2023 | $1,731,938 | +130908.9% | 32,025 | +16.1% | 0.01% | +25.0% |
Q1 2023 | $1,322 | +20.2% | 27,575 | +2.7% | 0.00% | 0.0% |
Q4 2022 | $1,100 | -99.8% | 26,853 | +115.7% | 0.00% | +100.0% |
Q3 2022 | $516,000 | -4.1% | 12,452 | -0.1% | 0.00% | 0.0% |
Q2 2022 | $538,000 | -4.4% | 12,469 | +23.0% | 0.00% | 0.0% |
Q1 2022 | $563,000 | -12.3% | 10,134 | -3.9% | 0.00% | -33.3% |
Q4 2021 | $642,000 | +4.9% | 10,545 | -3.2% | 0.00% | 0.0% |
Q3 2021 | $612,000 | – | 10,889 | – | 0.00% | – |
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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% |