FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 209 filers reported holding FIDELITY COMWLTH TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $840,743 | +0.4% | 16,171 | +4.4% | 0.48% | +6.6% |
| Q2 2023 | $837,604 | +38.6% | 15,488 | +22.9% | 0.45% | +24.5% |
| Q1 2023 | $604,320 | -14.1% | 12,603 | -26.6% | 0.36% | -18.2% |
| Q4 2022 | $703,475 | +113.2% | 17,171 | +115.7% | 0.44% | +83.9% |
| Q3 2022 | $330,000 | -19.3% | 7,961 | -16.0% | 0.24% | -16.0% |
| Q2 2022 | $409,000 | +102.5% | 9,479 | +160.5% | 0.29% | +136.1% |
| Q1 2022 | $202,000 | -32.7% | 3,639 | -26.2% | 0.12% | -32.2% |
| Q4 2021 | $300,000 | +14.5% | 4,929 | +5.8% | 0.18% | +5.9% |
| Q3 2021 | $262,000 | -32.1% | 4,657 | -32.0% | 0.17% | -32.0% |
| Q2 2021 | $386,000 | +76.3% | 6,846 | +1499.5% | 0.25% | +70.1% |
| Q1 2021 | $219,000 | +1052.6% | 428 | +678.2% | 0.15% | +818.8% |
| Q4 2019 | $19,000 | – | 55 | – | 0.02% | – |
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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% |