FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $130,495 | +26.9% | 2,510 | 0.0% | 0.03% | +16.0% |
| Q2 2023 | $102,835 | 0.0% | 2,510 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $102,835 | 0.0% | 2,510 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $102,835 | -3.0% | 2,510 | 0.0% | 0.02% | -7.4% |
| Q3 2022 | $106,000 | -8.6% | 2,510 | 0.0% | 0.03% | -6.9% |
| Q2 2022 | $116,000 | -16.5% | 2,510 | 0.0% | 0.03% | -9.4% |
| Q1 2022 | $139,000 | -9.2% | 2,510 | 0.0% | 0.03% | -13.5% |
| Q4 2021 | $153,000 | +8.5% | 2,510 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $141,000 | 0.0% | 2,510 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $141,000 | -4.1% | 2,510 | +777.6% | 0.04% | -11.9% |
| Q1 2021 | $147,000 | +2.8% | 286 | 0.0% | 0.04% | -6.7% |
| Q4 2020 | $143,000 | +15.3% | 286 | 0.0% | 0.04% | +87.5% |
| Q3 2020 | $124,000 | +10.7% | 286 | 0.0% | 0.02% | -42.9% |
| Q2 2020 | $112,000 | -24.3% | 286 | -42.3% | 0.04% | -41.7% |
| Q1 2020 | $148,000 | -41.0% | 496 | -30.8% | 0.07% | -29.4% |
| Q4 2019 | $251,000 | -62.6% | 717 | -66.5% | 0.10% | -55.7% |
| Q3 2019 | $672,000 | -45.2% | 2,141 | -45.0% | 0.23% | -53.1% |
| Q2 2019 | $1,226,000 | -3.2% | 3,895 | -6.9% | 0.49% | -7.5% |
| Q1 2019 | $1,266,000 | -4.0% | 4,183 | -17.6% | 0.53% | -18.3% |
| Q4 2018 | $1,319,000 | – | 5,075 | – | 0.65% | – |
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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% |