FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $285,945 | -3.9% | 5,500 | 0.0% | 0.08% | -2.5% |
| Q2 2023 | $297,440 | +12.8% | 5,500 | 0.0% | 0.08% | +8.0% |
| Q1 2023 | $263,725 | +17.0% | 5,500 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $225,335 | -1.2% | 5,500 | 0.0% | 0.07% | -26.3% |
| Q3 2022 | $228,000 | -3.8% | 5,500 | 0.0% | 0.10% | -8.3% |
| Q2 2022 | $237,000 | -22.5% | 5,500 | 0.0% | 0.11% | +18.7% |
| Q1 2022 | $306,000 | -8.7% | 5,500 | 0.0% | 0.09% | -5.2% |
| Q4 2021 | $335,000 | +8.4% | 5,500 | 0.0% | 0.10% | -1.0% |
| Q3 2021 | $309,000 | -0.3% | 5,500 | 0.0% | 0.10% | +5.4% |
| Q2 2021 | $310,000 | +51.2% | 5,500 | +1275.0% | 0.09% | +41.5% |
| Q1 2021 | $205,000 | +2.5% | 400 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $200,000 | – | 400 | – | 0.06% | – |
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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% |