FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392,877 | +37.2% | 7,557 | +42.7% | 0.00% | +50.0% |
| Q2 2023 | $286,369 | -1.1% | 5,295 | -12.4% | 0.00% | -33.3% |
| Q1 2023 | $289,699 | +37.1% | 6,042 | +17.2% | 0.00% | +50.0% |
| Q4 2022 | $211,288 | -13.8% | 5,157 | -12.7% | 0.00% | -60.0% |
| Q3 2022 | $245,000 | +5.2% | 5,905 | +9.4% | 0.01% | +25.0% |
| Q2 2022 | $233,000 | -28.3% | 5,397 | -7.8% | 0.00% | -20.0% |
| Q1 2022 | $325,000 | -6.3% | 5,854 | +2.7% | 0.01% | 0.0% |
| Q4 2021 | $347,000 | -0.9% | 5,701 | -8.5% | 0.01% | -16.7% |
| Q3 2021 | $350,000 | +14.4% | 6,228 | +14.8% | 0.01% | +20.0% |
| Q2 2021 | $306,000 | +39.7% | 5,426 | +1173.7% | 0.01% | +25.0% |
| Q1 2021 | $219,000 | – | 426 | – | 0.00% | – |
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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% |