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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $701,876 | +154.1% | 11,848 | +123.0% | 0.31% | +109.3% |
| Q3 2023 | $276,171 | -52.8% | 5,312 | -50.9% | 0.15% | -44.2% |
| Q2 2023 | $585,416 | +458.5% | 10,825 | +395.2% | 0.27% | +348.3% |
| Q1 2023 | $104,819 | +111409.6% | 2,186 | -4.9% | 0.06% | -1.6% |
| Q4 2022 | $94 | -100.0% | 2,298 | -75.6% | 0.06% | -78.1% |
| Q3 2022 | $390,000 | +6400.0% | 9,419 | +8702.8% | 0.28% | +9200.0% |
| Q1 2022 | $6,000 | -85.0% | 107 | -18.9% | 0.00% | -92.5% |
| Q1 2019 | $40,000 | +17.6% | 132 | +0.8% | 0.04% | -44.4% |
| Q4 2018 | $34,000 | -44.3% | 131 | -32.8% | 0.07% | +75.6% |
| Q3 2018 | $61,000 | -65.7% | 195 | -67.7% | 0.04% | -72.1% |
| Q2 2018 | $178,000 | -3.8% | 604 | -9.7% | 0.15% | -14.5% |
| Q1 2018 | $185,000 | -40.3% | 669 | -41.6% | 0.17% | -34.4% |
| Q4 2017 | $310,000 | – | 1,145 | – | 0.26% | – |
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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% |