FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070 | -99.5% | 21 | -99.5% | 0.00% | -100.0% |
| Q2 2023 | $217,431 | +21996.6% | 4,021 | +19047.6% | 0.01% | – |
| Q1 2023 | $984 | +17.3% | 21 | +5.0% | 0.00% | – |
| Q4 2022 | $839 | -16.1% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -80.0% | 20 | -75.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 80 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | -20.0% | 80 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | +25.0% | 80 | +900.0% | 0.00% | – |
| Q1 2021 | $4,000 | +300.0% | 8 | +300.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 2 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -99.1% | 2 | -99.5% | 0.00% | -100.0% |
| Q1 2019 | $117,000 | +95.0% | 386 | +66.4% | 0.01% | +66.7% |
| Q4 2018 | $60,000 | +5900.0% | 232 | +4540.0% | 0.01% | – |
| Q3 2016 | $1,000 | – | 5 | – | 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% |