FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,159,192 | -5.3% | 60,768 | -1.5% | 0.30% | 0.0% |
| Q2 2023 | $3,337,367 | +13.3% | 61,712 | +0.5% | 0.30% | +3.1% |
| Q1 2023 | $2,944,634 | +17.3% | 61,410 | +1.4% | 0.29% | +3.6% |
| Q3 2022 | $2,510,000 | -5.4% | 60,576 | -1.5% | 0.28% | -5.1% |
| Q2 2022 | $2,654,000 | -22.8% | 61,514 | -0.6% | 0.29% | -12.0% |
| Q1 2022 | $3,437,000 | -9.3% | 61,863 | -0.6% | 0.33% | -7.5% |
| Q4 2021 | $3,788,000 | +8.5% | 62,223 | +0.1% | 0.36% | -3.0% |
| Q3 2021 | $3,492,000 | -2.0% | 62,165 | -1.7% | 0.37% | -0.8% |
| Q2 2021 | $3,564,000 | +9.6% | 63,247 | +898.7% | 0.38% | -2.6% |
| Q1 2021 | $3,252,000 | +0.3% | 6,333 | -2.0% | 0.38% | -5.4% |
| Q4 2020 | $3,241,000 | +15.5% | 6,461 | -0.1% | 0.41% | -2.2% |
| Q3 2020 | $2,806,000 | +13.1% | 6,465 | +2.0% | 0.42% | +3.7% |
| Q2 2020 | $2,480,000 | +37.9% | 6,341 | +5.3% | 0.40% | +15.6% |
| Q1 2020 | $1,798,000 | -12.6% | 6,023 | +2.4% | 0.35% | +4.2% |
| Q4 2019 | $2,057,000 | +16.8% | 5,884 | +4.9% | 0.33% | +7.1% |
| Q3 2019 | $1,761,000 | +1.7% | 5,607 | +2.0% | 0.31% | 0.0% |
| Q2 2019 | $1,731,000 | +27.6% | 5,496 | +5.4% | 0.31% | +88.5% |
| Q1 2019 | $1,357,000 | +23.5% | 5,216 | +23.2% | 0.16% | -29.8% |
| Q4 2018 | $1,099,000 | -67.1% | 4,234 | -99.5% | 0.24% | +459.5% |
| Q3 2018 | $3,339,000 | -8.9% | 863,205 | -20.6% | 0.04% | +2.4% |
| Q2 2018 | $3,664,000 | +284.9% | 1,087,590 | +30614.2% | 0.04% | -77.5% |
| Q1 2018 | $952,000 | -2.5% | 3,541 | +2.1% | 0.18% | -0.5% |
| Q4 2017 | $976,000 | +13.4% | 3,468 | +3.9% | 0.18% | +2.8% |
| Q3 2017 | $861,000 | +6.8% | 3,339 | +0.5% | 0.18% | -1.7% |
| Q2 2017 | $806,000 | +7.8% | 3,324 | +2.7% | 0.18% | -2.2% |
| Q1 2017 | $748,000 | +20.1% | 3,237 | +10.8% | 0.18% | -7.5% |
| Q4 2016 | $623,000 | +15.8% | 2,921 | +13.0% | 0.20% | +0.5% |
| Q3 2016 | $538,000 | +20.4% | 2,584 | +9.4% | 0.20% | -41.3% |
| Q1 2016 | $447,000 | – | 2,363 | – | 0.34% | – |
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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% |