FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46 | -4.2% | 879 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $48 | +14.3% | 879 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $42 | +16.7% | 879 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $36 | -99.9% | 879 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $36,000 | -5.3% | 879 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -22.4% | 879 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | +88.5% | 879 | +103.5% | 0.00% | +100.0% |
| Q4 2021 | $26,000 | +8.3% | 432 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $24,000 | 0.0% | 432 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $24,000 | -52.0% | 432 | +345.4% | 0.00% | -66.7% |
| Q1 2021 | $50,000 | -28.6% | 97 | -30.2% | 0.00% | -25.0% |
| Q4 2020 | $70,000 | +16.7% | 139 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $60,000 | -22.1% | 139 | -29.4% | 0.00% | -33.3% |
| Q2 2020 | $77,000 | -23.0% | 197 | -41.4% | 0.01% | -33.3% |
| Q1 2020 | $100,000 | +566.7% | 336 | +681.4% | 0.01% | +800.0% |
| Q4 2019 | $15,000 | +7.1% | 43 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 43 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $14,000 | -46.2% | 43 | -50.0% | 0.00% | -50.0% |
| Q1 2019 | $26,000 | +44.4% | 86 | +24.6% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -18.2% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $22,000 | +10.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | – | 69 | – | 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% |