FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,359,171 | +10.4% | 64,612 | +14.8% | 0.02% | 0.0% |
| Q2 2023 | $3,042,781 | +20.5% | 56,264 | +6.9% | 0.02% | +10.5% |
| Q1 2023 | $2,524,215 | +18.5% | 52,643 | +1.2% | 0.02% | +11.8% |
| Q4 2022 | $2,130,510 | +6.6% | 52,002 | +7.8% | 0.02% | -32.0% |
| Q3 2022 | $1,999,000 | -21.6% | 48,230 | -18.3% | 0.02% | -24.2% |
| Q2 2022 | $2,549,000 | -21.6% | 59,069 | +0.9% | 0.03% | -15.4% |
| Q1 2022 | $3,253,000 | -7.1% | 58,549 | +1.8% | 0.04% | -9.3% |
| Q4 2021 | $3,501,000 | +12.4% | 57,492 | +3.7% | 0.04% | +2.4% |
| Q3 2021 | $3,114,000 | +39.2% | 55,426 | +39.6% | 0.04% | +31.2% |
| Q2 2021 | $2,237,000 | +33.4% | 39,700 | +1115.6% | 0.03% | -11.1% |
| Q1 2021 | $1,677,000 | +14.5% | 3,266 | +12.0% | 0.04% | +5.9% |
| Q4 2020 | $1,464,000 | +13.5% | 2,917 | -1.9% | 0.03% | 0.0% |
| Q3 2020 | $1,290,000 | +11.9% | 2,973 | +0.9% | 0.03% | +9.7% |
| Q2 2020 | $1,153,000 | -3.0% | 2,946 | -26.0% | 0.03% | -20.5% |
| Q1 2020 | $1,189,000 | -13.3% | 3,982 | +1.8% | 0.04% | +5.4% |
| Q4 2019 | $1,371,000 | +27.2% | 3,912 | +14.0% | 0.04% | +12.1% |
| Q3 2019 | $1,078,000 | +19.2% | 3,433 | +19.7% | 0.03% | +17.9% |
| Q2 2019 | $904,000 | +102.2% | 2,868 | +95.1% | 0.03% | +86.7% |
| Q1 2019 | $447,000 | +37.1% | 1,470 | +17.6% | 0.02% | +15.4% |
| Q4 2018 | $326,000 | -21.4% | 1,250 | -4.8% | 0.01% | -7.1% |
| Q3 2018 | $415,000 | – | 1,313 | – | 0.01% | – |
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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% |