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 | $40,283 | +71.2% | 774 | +77.9% | 0.00% | 0.0% |
| Q2 2023 | $23,525 | +12.8% | 435 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20,858 | +17.0% | 435 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,822 | -15.1% | 435 | -15.7% | 0.00% | 0.0% |
| Q3 2022 | $21,000 | +61.5% | 516 | +72.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -23.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $17,000 | -62.2% | 300 | -59.7% | 0.00% | -50.0% |
| Q4 2021 | $45,000 | +164.7% | 745 | +147.5% | 0.00% | +100.0% |
| Q3 2021 | $17,000 | 0.0% | 301 | +0.3% | 0.00% | 0.0% |
| Q2 2021 | $17,000 | +13.3% | 300 | +900.0% | 0.00% | 0.0% |
| Q1 2021 | $15,000 | – | 30 | – | 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% |