FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 92 filers reported holding FIDELITY COMWLTH TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,028,996 | -0.6% | 19,792 | +3.4% | 0.02% | -4.3% |
| Q2 2023 | $1,034,859 | +241.7% | 19,135 | +203.0% | 0.02% | +187.5% |
| Q1 2023 | $302,823 | -67.0% | 6,315 | -71.8% | 0.01% | -65.2% |
| Q4 2022 | $916,497 | -19.5% | 22,369 | -18.6% | 0.02% | -28.1% |
| Q3 2022 | $1,139,000 | -10.5% | 27,490 | -6.8% | 0.03% | 0.0% |
| Q2 2022 | $1,273,000 | +13.5% | 29,496 | +46.1% | 0.03% | +28.0% |
| Q1 2022 | $1,122,000 | +164.6% | 20,190 | +189.8% | 0.02% | +177.8% |
| Q4 2021 | $424,000 | -3.6% | 6,967 | -11.1% | 0.01% | -18.2% |
| Q3 2021 | $440,000 | -7.8% | 7,834 | -7.4% | 0.01% | -8.3% |
| Q2 2021 | $477,000 | +19.5% | 8,462 | +990.5% | 0.01% | +9.1% |
| Q1 2021 | $399,000 | +2.6% | 776 | +0.1% | 0.01% | -8.3% |
| Q4 2020 | $389,000 | +33.7% | 775 | +15.5% | 0.01% | +20.0% |
| Q3 2020 | $291,000 | -37.4% | 671 | -43.5% | 0.01% | -41.2% |
| Q2 2020 | $465,000 | +61.5% | 1,187 | +22.9% | 0.02% | +30.8% |
| Q1 2020 | $288,000 | -15.3% | 966 | -0.8% | 0.01% | 0.0% |
| Q4 2019 | $340,000 | -6.3% | 974 | -15.7% | 0.01% | -18.8% |
| Q3 2019 | $363,000 | -14.6% | 1,155 | -14.6% | 0.02% | -11.1% |
| Q2 2019 | $425,000 | +11.0% | 1,352 | +6.7% | 0.02% | +5.9% |
| Q1 2019 | $383,000 | -4.0% | 1,267 | -17.4% | 0.02% | -19.0% |
| Q4 2018 | $399,000 | -26.4% | 1,533 | -10.7% | 0.02% | -12.5% |
| Q3 2018 | $542,000 | +15.1% | 1,716 | +7.5% | 0.02% | +14.3% |
| Q2 2018 | $471,000 | +5.6% | 1,597 | -0.8% | 0.02% | +10.5% |
| Q1 2018 | $446,000 | +17.1% | 1,610 | +14.4% | 0.02% | +11.8% |
| Q4 2017 | $381,000 | +23.3% | 1,407 | +16.4% | 0.02% | +13.3% |
| Q3 2017 | $309,000 | +29.8% | 1,209 | +22.9% | 0.02% | +25.0% |
| Q2 2017 | $238,000 | +5.3% | 984 | +1.4% | 0.01% | -7.7% |
| Q1 2017 | $226,000 | – | 970 | – | 0.01% | – |
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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% |