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 | $2,857,195 | +19.5% | 54,957 | +24.3% | 0.01% | +25.0% |
Q2 2023 | $2,390,551 | +18.6% | 44,204 | +5.1% | 0.00% | 0.0% |
Q1 2023 | $2,015,854 | -9.5% | 42,041 | -22.6% | 0.00% | 0.0% |
Q4 2022 | $2,226,472 | +41.5% | 54,344 | +43.1% | 0.00% | 0.0% |
Q3 2022 | $1,574,000 | -38.1% | 37,971 | -35.6% | 0.00% | -33.3% |
Q2 2022 | $2,542,000 | -19.0% | 58,918 | +4.4% | 0.01% | 0.0% |
Q1 2022 | $3,137,000 | -1.9% | 56,455 | +7.5% | 0.01% | 0.0% |
Q4 2021 | $3,198,000 | +9.4% | 52,515 | +0.9% | 0.01% | 0.0% |
Q3 2021 | $2,924,000 | +9.0% | 52,039 | +9.3% | 0.01% | +20.0% |
Q2 2021 | $2,682,000 | +20.5% | 47,602 | +998.1% | 0.01% | 0.0% |
Q1 2021 | $2,226,000 | +10.0% | 4,335 | +7.5% | 0.01% | 0.0% |
Q4 2020 | $2,023,000 | +9.6% | 4,033 | -5.2% | 0.01% | 0.0% |
Q3 2020 | $1,845,000 | -2.0% | 4,252 | -11.7% | 0.01% | -16.7% |
Q2 2020 | $1,883,000 | +46.7% | 4,814 | +12.0% | 0.01% | 0.0% |
Q1 2020 | $1,284,000 | +15.4% | 4,300 | +35.1% | 0.01% | +50.0% |
Q4 2019 | $1,113,000 | -62.2% | 3,182 | -66.1% | 0.00% | -63.6% |
Q3 2019 | $2,946,000 | +14.1% | 9,373 | +14.3% | 0.01% | +10.0% |
Q2 2019 | $2,582,000 | +45.0% | 8,202 | +39.4% | 0.01% | +42.9% |
Q1 2019 | $1,781,000 | +88.7% | 5,885 | +62.0% | 0.01% | +40.0% |
Q4 2018 | $944,000 | +78.1% | 3,632 | +116.1% | 0.01% | +150.0% |
Q3 2018 | $530,000 | +100.0% | 1,681 | +87.0% | 0.00% | +100.0% |
Q2 2018 | $265,000 | +29.3% | 899 | +21.5% | 0.00% | 0.0% |
Q1 2018 | $205,000 | -25.7% | 740 | -27.4% | 0.00% | -50.0% |
Q4 2017 | $276,000 | +21.6% | 1,019 | +14.8% | 0.00% | +100.0% |
Q3 2017 | $227,000 | +6.1% | 888 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $214,000 | – | 888 | – | 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% |