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 | $1,187,972 | -5.7% | 22,850 | 0.0% | 0.24% | -0.4% |
| Q2 2023 | $1,259,721 | +15.0% | 22,850 | 0.0% | 0.24% | +6.2% |
| Q1 2023 | $1,095,658 | +17.0% | 22,850 | 0.0% | 0.23% | +11.8% |
| Q4 2022 | $936,165 | -1.1% | 22,850 | 0.0% | 0.20% | -4.7% |
| Q3 2022 | $947,000 | -4.0% | 22,850 | 0.0% | 0.21% | -1.8% |
| Q2 2022 | $986,000 | -22.4% | 22,850 | 0.0% | 0.22% | -12.1% |
| Q1 2022 | $1,270,000 | -20.4% | 22,850 | -12.8% | 0.25% | -19.5% |
| Q4 2021 | $1,595,000 | +8.4% | 26,192 | 0.0% | 0.31% | +4.1% |
| Q3 2021 | $1,471,000 | -3.5% | 26,192 | -3.2% | 0.30% | +1.0% |
| Q2 2021 | $1,525,000 | +24.3% | 27,062 | +1032.3% | 0.29% | +14.1% |
| Q1 2021 | $1,227,000 | +2.0% | 2,390 | -0.4% | 0.26% | +2.0% |
| Q4 2020 | $1,203,000 | – | 2,399 | – | 0.25% | – |
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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% |