FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,592,547 | -3.6% | 30,632 | +0.3% | 0.01% | 0.0% |
Q2 2023 | $1,651,405 | +6.2% | 30,536 | -5.8% | 0.01% | -20.0% |
Q1 2023 | $1,554,375 | +123.5% | 32,417 | +91.0% | 0.02% | +87.5% |
Q4 2022 | $695,451 | -10.4% | 16,974 | -9.4% | 0.01% | -20.0% |
Q3 2022 | $776,000 | +16.3% | 18,744 | +21.1% | 0.01% | +11.1% |
Q2 2022 | $667,000 | -19.0% | 15,474 | +4.4% | 0.01% | 0.0% |
Q1 2022 | $823,000 | -3.4% | 14,819 | +5.9% | 0.01% | 0.0% |
Q4 2021 | $852,000 | +44.7% | 13,991 | +33.4% | 0.01% | +12.5% |
Q3 2021 | $589,000 | -1.5% | 10,486 | -1.2% | 0.01% | 0.0% |
Q2 2021 | $598,000 | +1.4% | 10,616 | +824.7% | 0.01% | -20.0% |
Q1 2021 | $590,000 | +2.4% | 1,148 | 0.0% | 0.01% | -16.7% |
Q4 2020 | $576,000 | -16.5% | 1,148 | -27.7% | 0.01% | -33.3% |
Q3 2020 | $690,000 | +63.9% | 1,588 | +47.7% | 0.02% | +38.5% |
Q2 2020 | $421,000 | +31.2% | 1,075 | 0.0% | 0.01% | -7.1% |
Q1 2020 | $321,000 | -30.4% | 1,075 | -18.4% | 0.01% | -22.2% |
Q4 2019 | $461,000 | +16.7% | 1,318 | +4.9% | 0.02% | -10.0% |
Q3 2019 | $395,000 | -12.8% | 1,257 | -12.8% | 0.02% | -23.1% |
Q2 2019 | $453,000 | +10.0% | 1,441 | +5.9% | 0.03% | -3.7% |
Q1 2019 | $412,000 | +39.2% | 1,361 | +19.2% | 0.03% | -6.9% |
Q4 2018 | $296,000 | -12.7% | 1,142 | +6.2% | 0.03% | -12.1% |
Q3 2018 | $339,000 | +4.0% | 1,075 | -2.9% | 0.03% | -10.8% |
Q2 2018 | $326,000 | +6.5% | 1,107 | 0.0% | 0.04% | -11.9% |
Q1 2018 | $306,000 | +4.4% | 1,107 | +2.3% | 0.04% | 0.0% |
Q4 2017 | $293,000 | +6.5% | 1,082 | +3.8% | 0.04% | -4.5% |
Q3 2017 | $275,000 | -4.8% | 1,042 | -13.3% | 0.04% | -45.0% |
Q1 2017 | $289,000 | -21.3% | 1,202 | -30.6% | 0.08% | -12.1% |
Q4 2016 | $367,000 | – | 1,732 | – | 0.09% | – |
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% |