FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $50 | -3.8% | 960 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $52 | +13.0% | 960 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $46 | +17.9% | 960 | 0.0% | 0.01% | +14.3% |
| Q4 2022 | $39 | -99.9% | 960 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $40,000 | -2.4% | 960 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $41,000 | -22.6% | 960 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $53,000 | -8.6% | 960 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $58,000 | -4.9% | 960 | -14.4% | 0.01% | -18.2% |
| Q3 2021 | $61,000 | +13.0% | 1,121 | +16.8% | 0.01% | +10.0% |
| Q2 2021 | $54,000 | -55.7% | 960 | +188.3% | 0.01% | -54.5% |
| Q1 2021 | $122,000 | +154.2% | 333 | +246.9% | 0.02% | +100.0% |
| Q4 2020 | $48,000 | +14.3% | 96 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $42,000 | +10.5% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $38,000 | +31.0% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $29,000 | -14.7% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $34,000 | +13.3% | 96 | 0.0% | 0.01% | +12.5% |
| Q3 2019 | $30,000 | 0.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $30,000 | +3.4% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $29,000 | +16.0% | 96 | 0.0% | 0.01% | +14.3% |
| Q4 2018 | $25,000 | -16.7% | 96 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $30,000 | +7.1% | 96 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $28,000 | +3.7% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $27,000 | +3.8% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $26,000 | +8.3% | 96 | 0.0% | 0.01% | +12.5% |
| Q3 2017 | $24,000 | +4.3% | 96 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $23,000 | +4.5% | 96 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $22,000 | +10.0% | 96 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,000 | 0.0% | 96 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $20,000 | +11.1% | 96 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $18,000 | 0.0% | 96 | 0.0% | 0.01% | -11.1% |
| Q1 2016 | $18,000 | -5.3% | 96 | 0.0% | 0.01% | -10.0% |
| Q4 2015 | $19,000 | +11.8% | 96 | 0.0% | 0.01% | +11.1% |
| Q3 2015 | $17,000 | -10.5% | 96 | 0.0% | 0.01% | -10.0% |
| Q2 2015 | $19,000 | +5.6% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2015 | $18,000 | 0.0% | 96 | 0.0% | 0.01% | -10.0% |
| Q4 2014 | $18,000 | +12.5% | 96 | 0.0% | 0.01% | +11.1% |
| Q3 2014 | $16,000 | -5.9% | 96 | 0.0% | 0.01% | -10.0% |
| Q2 2014 | $17,000 | +6.2% | 96 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $16,000 | 0.0% | 96 | 0.0% | 0.01% | -18.2% |
| Q4 2013 | $16,000 | – | 96 | – | 0.01% | – |
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% |