FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,451,709 | -5.2% | 85,629 | -1.4% | 1.30% | -3.3% |
| Q2 2023 | $4,695,940 | +12.7% | 86,830 | -0.1% | 1.34% | +4.6% |
| Q1 2023 | $4,165,941 | +16.3% | 86,880 | -0.6% | 1.28% | +18.0% |
| Q4 2022 | $3,582,172 | -2.1% | 87,430 | -1.0% | 1.08% | -8.5% |
| Q3 2022 | $3,659,000 | -4.2% | 88,316 | -0.2% | 1.19% | -5.9% |
| Q2 2022 | $3,818,000 | -24.4% | 88,485 | -2.7% | 1.26% | -12.6% |
| Q1 2022 | $5,051,000 | -9.1% | 90,927 | -0.3% | 1.44% | -9.9% |
| Q4 2021 | $5,555,000 | +8.3% | 91,223 | -0.1% | 1.60% | +2.3% |
| Q3 2021 | $5,128,000 | -0.9% | 91,286 | -0.6% | 1.56% | -7.8% |
| Q2 2021 | $5,175,000 | +8.9% | 91,848 | +892.5% | 1.70% | +0.7% |
| Q1 2021 | $4,752,000 | +2.8% | 9,254 | +0.4% | 1.69% | -7.0% |
| Q4 2020 | $4,622,000 | +13.8% | 9,213 | -1.6% | 1.81% | -0.1% |
| Q3 2020 | $4,063,000 | +10.5% | 9,363 | -0.4% | 1.82% | -2.9% |
| Q2 2020 | $3,676,000 | +31.4% | 9,398 | +0.3% | 1.87% | +6.4% |
| Q1 2020 | $2,797,000 | -20.0% | 9,368 | -6.3% | 1.76% | -10.9% |
| Q4 2019 | $3,495,000 | – | 9,998 | – | 1.97% | – |
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% |