FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 100 filers reported holding FIDELITY COMWLTH TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $11,000 | -91.8% | 250 | -89.6% | 0.01% | -88.1% |
| Q1 2022 | $134,000 | -55.6% | 2,404 | -51.6% | 0.04% | -68.7% |
| Q4 2021 | $302,000 | +8.2% | 4,965 | +0.1% | 0.13% | +0.8% |
| Q3 2021 | $279,000 | 0.0% | 4,958 | +0.1% | 0.13% | +3.1% |
| Q2 2021 | $279,000 | -13.1% | 4,952 | +692.3% | 0.13% | -20.4% |
| Q1 2021 | $321,000 | +13.4% | 625 | +10.8% | 0.16% | +6.6% |
| Q4 2020 | $283,000 | +16.0% | 564 | +0.2% | 0.15% | -6.2% |
| Q3 2020 | $244,000 | -50.0% | 563 | -54.9% | 0.16% | -45.5% |
| Q2 2020 | $488,000 | +35.2% | 1,249 | +3.5% | 0.30% | +14.7% |
| Q1 2020 | $361,000 | -26.5% | 1,207 | -14.1% | 0.26% | +27.0% |
| Q4 2019 | $491,000 | +11.8% | 1,405 | +0.5% | 0.20% | +5.2% |
| Q3 2019 | $439,000 | +2.1% | 1,398 | +2.3% | 0.19% | -0.5% |
| Q2 2019 | $430,000 | +14.1% | 1,366 | +9.7% | 0.20% | +13.4% |
| Q1 2019 | $377,000 | +16.7% | 1,245 | +0.1% | 0.17% | +13.9% |
| Q4 2018 | $323,000 | -17.6% | 1,244 | +0.1% | 0.15% | +2.7% |
| Q3 2018 | $392,000 | +18.1% | 1,243 | +10.4% | 0.15% | +5.8% |
| Q2 2018 | $332,000 | +18.6% | 1,126 | +11.4% | 0.14% | +14.9% |
| Q1 2018 | $280,000 | +6.9% | 1,011 | +4.6% | 0.12% | +14.2% |
| Q4 2017 | $262,000 | +13.9% | 967 | +7.1% | 0.11% | +8.2% |
| Q3 2017 | $230,000 | – | 903 | – | 0.10% | – |
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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% |