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 2021 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 100 | +900.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | 0.0% | 10 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $5,000 | -97.1% | 10 | -97.5% | 0.00% | -97.5% |
| Q3 2020 | $173,000 | +30.1% | 399 | +17.7% | 0.04% | +42.9% |
| Q2 2020 | $133,000 | -8.9% | 339 | -30.7% | 0.03% | -17.6% |
| Q1 2020 | $146,000 | +224.4% | 489 | +276.2% | 0.03% | +240.0% |
| Q4 2019 | $45,000 | -49.4% | 130 | -54.1% | 0.01% | -44.4% |
| Q3 2018 | $89,000 | – | 283 | – | 0.02% | – |
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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% |