FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -70.0% | 109 | -70.7% | 0.00% | -50.0% |
| Q2 2023 | $20 | +11.1% | 372 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18 | +20.0% | 372 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $15 | -99.9% | 371 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | +7.1% | 370 | +12.8% | 0.00% | 0.0% |
| Q2 2022 | $14,000 | 0.0% | 328 | +26.2% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -86.5% | 260 | -84.8% | 0.00% | -84.6% |
| Q4 2021 | $104,000 | +7.2% | 1,711 | -1.0% | 0.01% | -7.1% |
| Q3 2021 | $97,000 | -3.0% | 1,729 | -2.3% | 0.01% | -6.7% |
| Q2 2021 | $100,000 | +9.9% | 1,770 | +900.0% | 0.02% | -6.2% |
| Q1 2021 | $91,000 | +13.8% | 177 | +11.3% | 0.02% | 0.0% |
| Q4 2020 | $80,000 | – | 159 | – | 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% |