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 | $40,760 | -3.9% | 784 | 0.0% | 0.01% | -6.7% |
| Q2 2023 | $42,399 | +12.8% | 784 | 0.0% | 0.02% | +7.1% |
| Q1 2023 | $37,593 | -8.2% | 784 | -21.6% | 0.01% | -12.5% |
| Q4 2022 | $40,970 | -99.9% | 1,000 | 0.0% | 0.02% | -5.9% |
| Q3 2022 | $41,440,000 | -4.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $43,150,000 | -22.3% | 1,000 | 0.0% | 0.02% | -15.0% |
| Q1 2022 | $55,560,000 | -8.8% | 1,000 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $60,900,000 | +8.4% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $56,180,000 | -0.3% | 1,000 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $56,350,000 | +9.7% | 1,000 | +900.0% | 0.02% | +4.8% |
| Q1 2021 | $51,355,000 | +2.4% | 100 | 0.0% | 0.02% | -12.5% |
| Q4 2020 | $50,165,000 | +15.6% | 100 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $43,400,000 | +10.9% | 100 | 0.0% | 0.02% | +4.5% |
| Q2 2020 | $39,117,000 | +130290.0% | 100 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $30,000 | -21.1% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $38,000 | +22.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $31,000 | +3.3% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $30,000 | +15.4% | 100 | 0.0% | 0.02% | -13.0% |
| Q4 2018 | $26,000 | – | 100 | – | 0.02% | – |
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% |