FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,458,364 | +7.7% | 239,630 | +12.0% | 0.05% | +10.2% |
| Q2 2023 | $11,571,389 | +9.3% | 213,968 | -3.1% | 0.05% | +2.1% |
| Q1 2023 | $10,583,140 | +6.9% | 220,712 | -8.6% | 0.05% | 0.0% |
| Q4 2022 | $9,897,901 | +30.9% | 241,589 | +32.4% | 0.05% | +20.0% |
| Q3 2022 | $7,564,000 | -13.9% | 182,535 | -10.3% | 0.04% | -9.1% |
| Q2 2022 | $8,782,000 | -10.8% | 203,521 | +14.8% | 0.04% | +2.3% |
| Q1 2022 | $9,849,000 | -13.1% | 177,260 | -4.7% | 0.04% | -10.4% |
| Q4 2021 | $11,328,000 | +96.5% | 186,015 | +81.2% | 0.05% | +77.8% |
| Q3 2021 | $5,766,000 | +78.8% | 102,635 | +79.4% | 0.03% | +80.0% |
| Q2 2021 | $3,225,000 | – | 57,225 | – | 0.02% | – |
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% |