FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 123 filers reported holding FIDELITY COMWLTH TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,544,069 | -4.0% | 29,699 | -0.1% | 0.92% | -0.6% |
| Q2 2023 | $1,608,324 | -10.2% | 29,740 | -20.4% | 0.93% | -14.4% |
| Q1 2023 | $1,791,012 | +8.0% | 37,352 | -7.8% | 1.09% | +7.6% |
| Q4 2022 | $1,659,086 | -10.3% | 40,495 | -9.2% | 1.01% | -21.6% |
| Q3 2022 | $1,849,000 | +1.6% | 44,608 | +5.7% | 1.29% | +6.4% |
| Q2 2022 | $1,820,000 | -19.0% | 42,186 | +4.2% | 1.21% | -9.2% |
| Q1 2022 | $2,248,000 | +0.1% | 40,467 | +9.8% | 1.34% | +7.4% |
| Q4 2021 | $2,245,000 | +19.4% | 36,860 | +10.1% | 1.24% | +9.0% |
| Q3 2021 | $1,881,000 | +26.4% | 33,481 | +26.8% | 1.14% | +27.4% |
| Q2 2021 | $1,488,000 | +27.3% | 26,413 | +1060.5% | 0.90% | +19.0% |
| Q1 2021 | $1,169,000 | +7.1% | 2,276 | +4.5% | 0.75% | +0.8% |
| Q4 2020 | $1,092,000 | +79.9% | 2,178 | +55.8% | 0.75% | +57.7% |
| Q3 2020 | $607,000 | +60.2% | 1,398 | +44.4% | 0.47% | +48.3% |
| Q2 2020 | $379,000 | – | 968 | – | 0.32% | – |
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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% |