FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 172 filers reported holding FIDELITY COMWLTH TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $312 | +11.8% | 5,993 | +3.1% | 0.18% | +9.1% |
| Q1 2023 | $279 | +17.2% | 5,813 | +0.2% | 0.16% | +10.8% |
| Q4 2022 | $238 | -99.9% | 5,804 | -8.3% | 0.15% | -11.4% |
| Q3 2022 | $262,000 | -2.6% | 6,329 | +1.5% | 0.17% | +10.6% |
| Q2 2022 | $269,000 | -20.4% | 6,234 | +2.4% | 0.15% | +5.6% |
| Q1 2022 | $338,000 | +27.5% | 6,087 | +39.8% | 0.14% | +33.6% |
| Q4 2021 | $265,000 | +476.1% | 4,354 | +7.1% | 0.11% | +365.2% |
| Q1 2021 | $46,000 | – | 4,066 | – | 0.02% | – |
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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% |