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 | $151,291 | -6.9% | 2,910 | -3.1% | 0.03% | -6.9% |
| Q2 2023 | $162,431 | +12.9% | 3,004 | +0.1% | 0.03% | 0.0% |
| Q1 2023 | $143,893 | +142.5% | 3,001 | +107.1% | 0.03% | +141.7% |
| Q4 2022 | $59,346 | -99.8% | 1,449 | -99.8% | 0.01% | -99.8% |
| Q3 2022 | $24,095,000 | +30.7% | 581,433 | +36.1% | 5.05% | +50.6% |
| Q2 2022 | $18,440,000 | – | 427,346 | – | 3.36% | – |
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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% |