FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $521,228 | -3.9% | 10,026 | 0.0% | 0.16% | -18.8% |
Q2 2023 | $542,181 | +93.5% | 10,026 | +71.6% | 0.19% | +81.9% |
Q1 2023 | $280,198 | +17.0% | 5,844 | -0.0% | 0.10% | +14.1% |
Q4 2022 | $239,492 | -1.4% | 5,846 | -0.2% | 0.09% | -14.0% |
Q3 2022 | $243,000 | +6.1% | 5,857 | +41.8% | 0.11% | +8.1% |
Q1 2022 | $229,000 | -20.8% | 4,130 | -12.9% | 0.10% | -21.4% |
Q4 2021 | $289,000 | +10.3% | 4,744 | +1.7% | 0.13% | -0.8% |
Q3 2021 | $262,000 | -0.4% | 4,663 | 0.0% | 0.13% | -0.8% |
Q2 2021 | $263,000 | +10.5% | 4,663 | +907.1% | 0.13% | +4.9% |
Q1 2021 | $238,000 | -2.9% | 463 | -5.1% | 0.12% | -7.6% |
Q4 2020 | $245,000 | +12.9% | 488 | -2.2% | 0.13% | +3.1% |
Q3 2020 | $217,000 | 0.0% | 499 | -9.9% | 0.13% | -3.8% |
Q2 2020 | $217,000 | -27.4% | 554 | -35.1% | 0.13% | -22.2% |
Q4 2019 | $299,000 | +41.7% | 854 | +31.2% | 0.17% | +31.5% |
Q2 2019 | $211,000 | -1.4% | 651 | -4.8% | 0.13% | -5.8% |
Q1 2019 | $214,000 | -56.2% | 684 | -55.9% | 0.14% | -44.8% |
Q3 2018 | $489,000 | +7.0% | 1,550 | 0.0% | 0.25% | -0.4% |
Q2 2018 | $457,000 | +6.5% | 1,550 | 0.0% | 0.25% | +0.4% |
Q1 2018 | $429,000 | +2.1% | 1,550 | 0.0% | 0.25% | -33.7% |
Q4 2017 | $420,000 | – | 1,550 | – | 0.38% | – |
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% |