FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,249 | -30.8% | 19,547 | -28.0% | 0.07% | -27.4% |
| Q2 2023 | $1,467,831 | -13.8% | 27,141 | -23.6% | 0.10% | -18.8% |
| Q1 2023 | $1,703,410 | +4.8% | 35,524 | -10.5% | 0.12% | -4.9% |
| Q4 2022 | $1,625,748 | +1576.0% | 39,681 | +1582.1% | 0.12% | +1437.5% |
| Q3 2022 | $97,000 | +14.1% | 2,359 | +19.1% | 0.01% | -11.1% |
| Q2 2022 | $85,000 | +226.9% | 1,980 | +312.5% | 0.01% | +350.0% |
| Q1 2022 | $26,000 | -10.3% | 480 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | -62.8% | 480 | -65.7% | 0.00% | -66.7% |
| Q3 2021 | $78,000 | 0.0% | 1,400 | 0.0% | 0.01% | -25.0% |
| Q2 2021 | $78,000 | -35.0% | 1,400 | +495.7% | 0.01% | -38.5% |
| Q1 2021 | $120,000 | -1.6% | 235 | -3.3% | 0.01% | -13.3% |
| Q4 2020 | $122,000 | -69.7% | 243 | -73.8% | 0.02% | -73.7% |
| Q3 2020 | $402,000 | -44.9% | 927 | -50.3% | 0.06% | -50.0% |
| Q2 2020 | $729,000 | -15.1% | 1,864 | -35.2% | 0.11% | -32.5% |
| Q1 2020 | $859,000 | -60.0% | 2,878 | -53.1% | 0.17% | -50.9% |
| Q4 2019 | $2,145,000 | -18.7% | 6,138 | -27.0% | 0.34% | -25.5% |
| Q3 2019 | $2,638,000 | -30.3% | 8,403 | -30.2% | 0.46% | -32.0% |
| Q2 2019 | $3,786,000 | – | 12,031 | – | 0.68% | – |
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% |