FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,600,228 | -5.4% | 165,430 | -1.6% | 1.66% | +0.9% |
| Q2 2023 | $9,095,874 | +11.4% | 168,193 | -1.3% | 1.64% | +3.3% |
| Q1 2023 | $8,166,501 | +49.3% | 170,349 | +27.5% | 1.59% | +30.5% |
| Q4 2022 | $5,471,376 | +21.7% | 133,658 | +23.0% | 1.22% | +5.6% |
| Q3 2022 | $4,497,000 | +329.5% | 108,658 | +352.3% | 1.16% | +373.4% |
| Q2 2022 | $1,047,000 | -18.7% | 24,024 | +4.1% | 0.24% | +1.2% |
| Q1 2022 | $1,288,000 | +490.8% | 23,084 | +3599.4% | 0.24% | +141.0% |
| Q4 2019 | $218,000 | +7.9% | 624 | -2.8% | 0.10% | -24.8% |
| Q2 2019 | $202,000 | -1.0% | 642 | -0.5% | 0.13% | +11.8% |
| Q3 2018 | $204,000 | +7.4% | 645 | 0.0% | 0.12% | -5.6% |
| Q2 2018 | $190,000 | +6.1% | 645 | 0.0% | 0.13% | -8.7% |
| Q1 2018 | $179,000 | +0.6% | 645 | -2.0% | 0.14% | +12.2% |
| Q4 2017 | $178,000 | – | 658 | – | 0.12% | – |
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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% |