FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 106 filers reported holding FIDELITY COMWLTH TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,940,918 | -12.1% | 364,318 | -8.5% | 1.59% | -11.7% |
| Q2 2023 | $21,537,529 | +1.7% | 398,253 | -9.9% | 1.80% | -3.5% |
| Q1 2023 | $21,183,382 | +21.8% | 441,781 | +4.0% | 1.87% | +11.1% |
| Q4 2022 | $17,395,384 | +3.6% | 424,588 | +4.8% | 1.68% | -4.9% |
| Q3 2022 | $16,786,000 | +26.7% | 405,071 | +31.9% | 1.77% | +28.3% |
| Q2 2022 | $13,252,000 | -16.7% | 307,115 | +7.3% | 1.38% | -5.4% |
| Q1 2022 | $15,904,000 | -5.0% | 286,241 | +4.1% | 1.46% | -1.6% |
| Q4 2021 | $16,748,000 | +7.6% | 275,012 | -0.7% | 1.48% | -1.8% |
| Q3 2021 | $15,566,000 | +6.1% | 277,081 | +6.5% | 1.51% | +2.7% |
| Q2 2021 | $14,667,000 | +12.5% | 260,287 | +901.3% | 1.47% | -0.2% |
| Q4 2020 | $13,040,000 | +64.1% | 25,994 | +27.9% | 1.47% | +1.2% |
| Q2 2020 | $7,948,000 | +3340.7% | 20,317 | +2978.3% | 1.46% | +3369.0% |
| Q4 2019 | $231,000 | -0.9% | 660 | -10.9% | 0.04% | -6.7% |
| Q3 2019 | $233,000 | -16.5% | 741 | -16.5% | 0.04% | -16.7% |
| Q2 2019 | $279,000 | +22.4% | 887 | +17.8% | 0.05% | +17.4% |
| Q1 2019 | $228,000 | +4.6% | 753 | -10.4% | 0.05% | -4.2% |
| Q4 2018 | $218,000 | -24.0% | 840 | -7.5% | 0.05% | -20.0% |
| Q3 2018 | $287,000 | – | 908 | – | 0.06% | – |
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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% |