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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,331,000 | -78.3% | 25,599 | -77.4% | 0.08% | -75.4% |
| Q2 2023 | $6,133,000 | +857662.2% | 113,405 | +660.7% | 0.34% | +521.8% |
| Q1 2023 | $715 | +15.7% | 14,907 | -1.1% | 0.06% | +37.5% |
| Q4 2022 | $618 | -99.9% | 15,075 | -6.4% | 0.04% | -40.3% |
| Q3 2022 | $667,000 | -19.6% | 16,105 | -16.3% | 0.07% | -13.0% |
| Q2 2022 | $830,000 | +16.2% | 19,234 | +49.8% | 0.08% | -38.4% |
| Q1 2022 | $714,000 | -71.2% | 12,844 | -68.5% | 0.12% | -12.0% |
| Q4 2021 | $2,481,000 | +5.8% | 40,740 | -2.4% | 0.14% | -10.1% |
| Q3 2021 | $2,346,000 | -67.2% | 41,760 | -67.1% | 0.16% | -66.7% |
| Q2 2021 | $7,163,000 | -10.3% | 127,109 | -15.8% | 0.48% | +70.9% |
| Q1 2021 | $7,985,000 | +5.1% | 151,031 | +897.2% | 0.28% | -14.5% |
| Q4 2020 | $7,597,000 | -3.1% | 15,145 | -16.2% | 0.32% | -17.1% |
| Q3 2020 | $7,841,000 | +201.0% | 18,067 | +171.3% | 0.39% | +174.1% |
| Q2 2020 | $2,605,000 | +28.8% | 6,659 | -1.7% | 0.14% | -4.7% |
| Q1 2020 | $2,022,000 | -62.0% | 6,773 | -55.5% | 0.15% | -63.1% |
| Q4 2019 | $5,322,000 | +151.8% | 15,226 | +126.2% | 0.41% | +132.0% |
| Q3 2019 | $2,114,000 | -14.6% | 6,732 | -17.7% | 0.18% | -36.6% |
| Q1 2019 | $2,474,000 | -55.1% | 8,175 | -61.4% | 0.28% | -64.6% |
| Q4 2018 | $5,508,000 | -17.8% | 21,187 | -0.2% | 0.78% | -19.8% |
| Q3 2018 | $6,697,000 | – | 21,219 | – | 0.97% | – |
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% |