FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $61,972 | -3.9% | 1,192 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $64,463 | +12.8% | 1,192 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $57,156 | -90.8% | 1,192 | -92.2% | 0.01% | -91.9% |
Q4 2022 | $622,416 | +1052.6% | 15,192 | +1057.9% | 0.07% | +825.0% |
Q3 2022 | $54,000 | -54.2% | 1,312 | -52.0% | 0.01% | -60.0% |
Q2 2022 | $118,000 | -18.6% | 2,735 | +4.5% | 0.02% | -13.0% |
Q1 2022 | $145,000 | +14400.0% | 2,617 | +12985.0% | 0.02% | – |
Q4 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q3 2021 | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – |
Q2 2021 | $1,000 | – | 20 | – | 0.00% | – |
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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% |