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 | $781,511 | -1.8% | 15,032 | +2.2% | 0.02% | +16.7% |
Q2 2023 | $795,628 | +2.1% | 14,712 | -9.4% | 0.02% | -14.3% |
Q1 2023 | $778,961 | +17.1% | 16,245 | +0.1% | 0.02% | +10.5% |
Q4 2022 | $664,990 | -12.2% | 16,231 | -11.1% | 0.02% | -17.4% |
Q3 2022 | $757,000 | +255.4% | 18,248 | +269.7% | 0.02% | +155.6% |
Q2 2022 | $213,000 | -46.6% | 4,936 | -31.1% | 0.01% | -30.8% |
Q1 2022 | $399,000 | -18.2% | 7,166 | -10.4% | 0.01% | -7.1% |
Q4 2021 | $488,000 | +10.9% | 8,000 | +2.3% | 0.01% | 0.0% |
Q3 2021 | $440,000 | +15.5% | 7,819 | +34.5% | 0.01% | +16.7% |
Q2 2021 | $381,000 | +11.4% | 5,814 | +770.4% | 0.01% | 0.0% |
Q1 2021 | $342,000 | +10.3% | 668 | -41.5% | 0.01% | -71.4% |
Q4 2017 | $310,000 | -2.2% | 1,142 | -8.0% | 0.04% | -20.8% |
Q3 2017 | $317,000 | -2.2% | 1,241 | -7.3% | 0.05% | -10.2% |
Q2 2017 | $324,000 | +17.8% | 1,339 | +13.6% | 0.06% | +7.3% |
Q1 2017 | $275,000 | +31.6% | 1,179 | +19.8% | 0.06% | +31.0% |
Q4 2016 | $209,000 | +50.4% | 984 | +31.0% | 0.04% | +1300.0% |
Q4 2014 | $139,000 | – | 751 | – | 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% |