FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 115 filers reported holding FIDELITY COMWLTH TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,041 | +139.2% | 12,792 | +155.7% | 0.03% | +62.5% |
| Q1 2022 | $278,000 | -18.5% | 5,003 | -10.7% | 0.02% | -11.1% |
| Q4 2021 | $341,000 | +4.3% | 5,601 | -3.8% | 0.02% | -5.3% |
| Q3 2021 | $327,000 | -0.3% | 5,821 | +0.1% | 0.02% | 0.0% |
| Q2 2021 | $328,000 | -2.4% | 5,813 | +790.2% | 0.02% | -17.4% |
| Q1 2021 | $336,000 | +1.2% | 653 | -1.5% | 0.02% | -8.0% |
| Q4 2020 | $332,000 | +7.8% | 663 | -6.6% | 0.02% | -7.4% |
| Q3 2020 | $308,000 | +7.7% | 710 | -2.7% | 0.03% | -3.6% |
| Q2 2020 | $286,000 | +33.0% | 730 | +1.5% | 0.03% | -3.4% |
| Q1 2020 | $215,000 | -21.2% | 719 | -8.1% | 0.03% | 0.0% |
| Q4 2019 | $273,000 | +13.8% | 782 | +2.5% | 0.03% | -9.4% |
| Q3 2019 | $240,000 | +10.6% | 763 | +10.4% | 0.03% | +14.3% |
| Q2 2019 | $217,000 | +8.5% | 691 | +4.4% | 0.03% | -6.7% |
| Q1 2019 | $200,000 | – | 662 | – | 0.03% | – |
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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% |