FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 76 filers reported holding FIDELITY COMWLTH TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,535 | -37.5% | 125,705 | -35.0% | 0.03% | -35.4% |
| Q2 2023 | $10,456 | +46.2% | 193,342 | +29.6% | 0.05% | +37.1% |
| Q1 2023 | $7,154 | +29.9% | 149,196 | +11.0% | 0.04% | +20.7% |
| Q4 2022 | $5,509 | -99.9% | 134,457 | +5.4% | 0.03% | -3.3% |
| Q3 2022 | $5,285,000 | -7.3% | 127,539 | -3.4% | 0.03% | -3.2% |
| Q2 2022 | $5,699,000 | -34.6% | 132,064 | -15.7% | 0.03% | -22.5% |
| Q1 2022 | $8,709,000 | -35.3% | 156,751 | -29.0% | 0.04% | -33.3% |
| Q4 2021 | $13,452,000 | -2.6% | 220,883 | -10.2% | 0.06% | -11.8% |
| Q3 2021 | $13,813,000 | +40.1% | 245,876 | +40.5% | 0.07% | +44.7% |
| Q2 2021 | $9,861,000 | -38.0% | 174,988 | +451.9% | 0.05% | -49.5% |
| Q4 2020 | $15,905,000 | +17.0% | 31,704 | +1.3% | 0.09% | +1.1% |
| Q3 2020 | $13,589,000 | -11.4% | 31,312 | -20.1% | 0.09% | -20.0% |
| Q2 2020 | $15,336,000 | +37.6% | 39,205 | +5.0% | 0.12% | +7.5% |
| Q1 2020 | $11,148,000 | -21.2% | 37,335 | -7.8% | 0.11% | -1.8% |
| Q4 2019 | $14,155,000 | +21.0% | 40,495 | +8.7% | 0.11% | +5.8% |
| Q3 2019 | $11,696,000 | -9.8% | 37,246 | -9.6% | 0.10% | -13.4% |
| Q2 2019 | $12,961,000 | +54.3% | 41,189 | +48.5% | 0.12% | +48.8% |
| Q1 2019 | $8,398,000 | +22.7% | 27,745 | +5.4% | 0.08% | +5.3% |
| Q4 2018 | $6,842,000 | -27.5% | 26,321 | -11.9% | 0.08% | -15.6% |
| Q3 2018 | $9,433,000 | +18.0% | 29,888 | +10.2% | 0.09% | +7.1% |
| Q2 2018 | $7,992,000 | +3.5% | 27,124 | -2.7% | 0.08% | -3.4% |
| Q1 2018 | $7,722,000 | -4.2% | 27,890 | -6.1% | 0.09% | -8.4% |
| Q4 2017 | $8,057,000 | -29.7% | 29,716 | -33.8% | 0.10% | -38.3% |
| Q3 2017 | $11,454,000 | +50.1% | 44,886 | +42.1% | 0.15% | +37.5% |
| Q2 2017 | $7,631,000 | +31.0% | 31,590 | +26.4% | 0.11% | +12.0% |
| Q1 2017 | $5,827,000 | +13.0% | 24,983 | +2.5% | 0.10% | +3.1% |
| Q4 2016 | $5,157,000 | +83.3% | 24,371 | +81.0% | 0.10% | +86.5% |
| Q3 2016 | $2,813,000 | +235.3% | 13,466 | +205.4% | 0.05% | +188.9% |
| Q2 2016 | $839,000 | +92.9% | 4,410 | +93.8% | 0.02% | +80.0% |
| Q1 2016 | $435,000 | -54.2% | 2,275 | -52.9% | 0.01% | -54.5% |
| Q4 2015 | $950,000 | – | 4,828 | – | 0.02% | – |
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% |