FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $440,000 | -29.4% | 10,186 | -9.2% | 0.34% | -17.8% |
| Q1 2022 | $623,000 | -10.0% | 11,222 | -1.3% | 0.41% | -1.7% |
| Q4 2021 | $692,000 | +7.5% | 11,368 | -0.8% | 0.42% | +12.7% |
| Q3 2021 | $644,000 | -3.3% | 11,465 | -3.0% | 0.37% | -54.9% |
| Q2 2021 | $666,000 | +9.7% | 11,820 | +900.0% | 0.82% | -0.6% |
| Q1 2021 | $607,000 | +0.8% | 1,182 | -1.5% | 0.82% | +232.7% |
| Q4 2020 | $602,000 | +10.9% | 1,200 | -4.0% | 0.25% | -79.6% |
| Q3 2020 | $543,000 | – | 1,250 | – | 1.22% | – |
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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% |