FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $7,268,417 | +16.4% | 151,583 | -0.6% | 4.77% | +10.5% |
| Q4 2022 | $6,245,397 | -5.7% | 152,438 | -4.6% | 4.32% | -8.0% |
| Q3 2022 | $6,624,000 | -50.8% | 159,844 | -48.8% | 4.69% | -49.1% |
| Q2 2022 | $13,466,000 | -19.5% | 312,071 | +3.6% | 9.22% | -7.5% |
| Q1 2022 | $16,731,000 | -7.3% | 301,128 | +1.7% | 9.97% | -7.7% |
| Q4 2021 | $18,040,000 | +14.6% | 296,230 | +5.7% | 10.80% | +1.3% |
| Q3 2021 | $15,738,000 | +5.9% | 280,139 | +6.3% | 10.66% | +3.0% |
| Q2 2021 | $14,855,000 | +13.0% | 263,625 | +948.4% | 10.35% | +6.9% |
| Q1 2021 | $13,148,000 | +2.6% | 25,145 | -1.6% | 9.68% | -2.1% |
| Q4 2020 | $12,815,000 | – | 25,545 | – | 9.89% | – |
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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% |