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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $24,000 | +4.3% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $23,000 | +15.0% | 46 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $20,000 | +11.1% | 46 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +20.0% | 46 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $15,000 | -6.2% | 46 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $16,000 | -33.3% | 46 | -38.7% | 0.00% | -33.3% |
| Q2 2019 | $24,000 | +4.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $23,000 | +21.1% | 75 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $19,000 | -9.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $21,000 | -8.7% | 75 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $23,000 | +9.5% | 75 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | – | 75 | – | 0.00% | – |
Download | ||||||
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% |