FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,299 | -3.9% | 14,316 | 0.0% | 0.49% | +11.1% |
Q2 2023 | $774,198 | +16.7% | 14,316 | +3.4% | 0.44% | +8.4% |
Q1 2023 | $663,652 | +19.2% | 13,840 | +1.9% | 0.41% | +2.5% |
Q4 2022 | $556,661 | -3.0% | 13,587 | -1.9% | 0.40% | -17.2% |
Q3 2022 | $574,000 | +1.1% | 13,855 | +5.2% | 0.48% | +6.9% |
Q2 2022 | $568,000 | -30.9% | 13,164 | -11.0% | 0.45% | -17.1% |
Q1 2022 | $822,000 | -2.1% | 14,795 | +7.2% | 0.54% | +1.1% |
Q4 2021 | $840,000 | +11.6% | 13,797 | +2.9% | 0.53% | +4.5% |
Q3 2021 | $753,000 | +2.4% | 13,412 | +2.9% | 0.51% | +8.1% |
Q2 2021 | $735,000 | +9.2% | 13,038 | +895.3% | 0.47% | +14.6% |
Q1 2021 | $673,000 | +96.8% | 1,310 | +66.5% | 0.41% | +52.6% |
Q4 2020 | $342,000 | 0.0% | 787 | 0.0% | 0.27% | +0.7% |
Q3 2020 | $342,000 | – | 787 | – | 0.27% | – |
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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% |