FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 61 filers reported holding FIDELITY COMWLTH TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $75,258 | -38.2% | 1,446 | -35.7% | 0.00% | -33.3% |
| Q2 2023 | $121,694 | +14.6% | 2,250 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $106,173 | +79.9% | 2,248 | +56.1% | 0.01% | +50.0% |
| Q4 2022 | $59,003 | -4.8% | 1,440 | +0.2% | 0.00% | -20.0% |
| Q3 2022 | $62,000 | 0.0% | 1,437 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $62,000 | -1.6% | 1,434 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $63,000 | -55.3% | 1,432 | -42.7% | 0.01% | -64.3% |
| Q3 2021 | $141,000 | -16.6% | 2,501 | -16.6% | 0.01% | -17.6% |
| Q2 2021 | $169,000 | +9.7% | 2,998 | +902.7% | 0.02% | -5.6% |
| Q1 2021 | $154,000 | +2.7% | 299 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $150,000 | +15.4% | 299 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $130,000 | -24.9% | 299 | -32.4% | 0.02% | -32.1% |
| Q2 2020 | $173,000 | +31.1% | 442 | 0.0% | 0.03% | +12.0% |
| Q1 2020 | $132,000 | -14.8% | 442 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $155,000 | -8.3% | 442 | -18.0% | 0.02% | -14.3% |
| Q3 2019 | $169,000 | +164.1% | 539 | +165.5% | 0.03% | +133.3% |
| Q2 2019 | $64,000 | +113.3% | 203 | +103.0% | 0.01% | +71.4% |
| Q1 2019 | $30,000 | +15.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $26,000 | -18.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $32,000 | +68.4% | 100 | +51.5% | 0.01% | +40.0% |
| Q2 2018 | $19,000 | +280.0% | 66 | +266.7% | 0.01% | +400.0% |
| Q1 2018 | $5,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $5,000 | +25.0% | 18 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $4,000 | 0.0% | 18 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $4,000 | -77.8% | 18 | -78.8% | 0.00% | -80.0% |
| Q1 2017 | $18,000 | – | 85 | – | 0.01% | – |
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% |