FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $635,717 | -3.7% | 12,228 | +0.2% | 0.20% | -6.7% |
| Q2 2023 | $660,011 | +17.0% | 12,204 | +0.2% | 0.21% | +10.0% |
| Q1 2023 | $564,345 | +8.2% | 12,184 | +0.2% | 0.19% | +5.0% |
| Q4 2022 | $521,798 | +3.9% | 12,157 | +0.3% | 0.18% | -23.0% |
| Q3 2022 | $502,000 | -3.8% | 12,117 | +0.2% | 0.24% | +1.7% |
| Q2 2022 | $522,000 | -22.1% | 12,089 | +0.2% | 0.23% | -7.6% |
| Q1 2022 | $670,000 | -8.7% | 12,065 | +0.1% | 0.25% | +17.9% |
| Q4 2021 | $734,000 | +8.6% | 12,049 | +0.2% | 0.21% | +6.0% |
| Q3 2021 | $676,000 | -0.1% | 12,028 | +0.1% | 0.20% | -2.0% |
| Q2 2021 | $677,000 | +9.9% | 12,010 | +901.7% | 0.20% | -17.7% |
| Q1 2021 | $616,000 | +0.7% | 1,199 | +0.1% | 0.25% | -50.6% |
| Q4 2020 | $612,000 | – | 1,198 | – | 0.50% | – |
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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% |