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 | $2,446,114 | +222.7% | 47,056 | +235.9% | 0.10% | +215.6% |
| Q2 2023 | $758,000 | +15.7% | 14,008 | +2.5% | 0.03% | +3.2% |
| Q1 2023 | $655,000 | +20.8% | 13,670 | +3.2% | 0.03% | +10.7% |
| Q4 2022 | $542,277 | +5.9% | 13,240 | +7.2% | 0.03% | -3.4% |
| Q3 2022 | $512,000 | -15.2% | 12,346 | -11.8% | 0.03% | -12.1% |
| Q2 2022 | $604,000 | -2.4% | 13,996 | +37.7% | 0.03% | -8.3% |
| Q1 2022 | $619,000 | -3.0% | 10,167 | -10.5% | 0.04% | -7.7% |
| Q4 2021 | $638,000 | 0.0% | 11,360 | 0.0% | 0.04% | -11.4% |
| Q3 2021 | $638,000 | -10.6% | 11,360 | +716.7% | 0.04% | -17.0% |
| Q2 2021 | $714,000 | 0.0% | 1,391 | 0.0% | 0.05% | -23.2% |
| Q1 2021 | $714,000 | -57.2% | 1,391 | -58.1% | 0.07% | -59.9% |
| Q4 2020 | $1,667,000 | +18.1% | 3,316 | +1.7% | 0.17% | -0.6% |
| Q3 2020 | $1,412,000 | -6.4% | 3,259 | -15.3% | 0.17% | -30.0% |
| Q2 2020 | $1,508,000 | +196.3% | 3,847 | +125.9% | 0.25% | +83.0% |
| Q1 2020 | $509,000 | +147.1% | 1,703 | +189.6% | 0.14% | +193.5% |
| Q4 2019 | $206,000 | – | 588 | – | 0.05% | – |
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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% |