FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $604,344 | -3.8% | 11,624 | +0.0% | 0.09% | -2.3% |
| Q2 2023 | $628,458 | +11.9% | 11,621 | -0.7% | 0.09% | +7.3% |
| Q1 2023 | $561,402 | +14.7% | 11,708 | -2.0% | 0.08% | +6.5% |
| Q4 2022 | $489,442 | -2.5% | 11,946 | -1.4% | 0.08% | -15.4% |
| Q3 2022 | $502,000 | -4.0% | 12,121 | +0.0% | 0.09% | 0.0% |
| Q2 2022 | $523,000 | -35.3% | 12,117 | +671.3% | 0.09% | -40.5% |
| Q1 2022 | $808,000 | -15.2% | 1,571 | -90.0% | 0.15% | +6.2% |
| Q4 2021 | $953,000 | +8.2% | 15,646 | -0.2% | 0.14% | 0.0% |
| Q3 2021 | $881,000 | -0.7% | 15,673 | -0.2% | 0.14% | -2.7% |
| Q2 2021 | $887,000 | +8.2% | 15,710 | +900.0% | 0.15% | -3.9% |
| Q1 2021 | $820,000 | -8.1% | 1,571 | -11.3% | 0.15% | -18.1% |
| Q4 2020 | $892,000 | -9.7% | 1,772 | -22.5% | 0.19% | -32.6% |
| Q3 2020 | $988,000 | +7.6% | 2,285 | -2.6% | 0.28% | -2.4% |
| Q2 2020 | $918,000 | -0.4% | 2,347 | -10.9% | 0.29% | -4.3% |
| Q4 2019 | $922,000 | – | 2,634 | – | 0.30% | – |
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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% |