FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,957,874 | -15.3% | 56,893 | -11.9% | 0.41% | -18.5% |
| Q2 2023 | $3,491,573 | +41.6% | 64,563 | +23.5% | 0.50% | +26.8% |
| Q1 2023 | $2,465,222 | +101.8% | 52,296 | +75.3% | 0.40% | +65.7% |
| Q4 2022 | $1,221,885 | -15.0% | 29,824 | -14.0% | 0.24% | -21.4% |
| Q3 2022 | $1,437,000 | +12.8% | 34,672 | +17.4% | 0.30% | +13.0% |
| Q2 2022 | $1,274,000 | -21.8% | 29,535 | +2.2% | 0.27% | -9.7% |
| Q1 2022 | $1,629,000 | +12.7% | 28,895 | +10.6% | 0.30% | +26.8% |
| Q4 2021 | $1,446,000 | -24.6% | 26,116 | -23.8% | 0.24% | -31.9% |
| Q3 2021 | $1,919,000 | 0.0% | 34,266 | 0.0% | 0.34% | 0.0% |
| Q2 2021 | $1,919,000 | +47.7% | 34,266 | +1254.9% | 0.34% | +34.8% |
| Q1 2021 | $1,299,000 | +46.0% | 2,529 | +42.6% | 0.26% | +39.1% |
| Q4 2020 | $890,000 | +278.7% | 1,774 | +163.6% | 0.18% | +636.0% |
| Q4 2019 | $235,000 | +10.8% | 673 | -1.0% | 0.02% | +4.2% |
| Q3 2019 | $212,000 | – | 680 | – | 0.02% | – |
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% |