FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 166 filers reported holding FIDELITY COMWLTH TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,437,000 | -22.4% | 33,310 | 0.0% | 1.54% | -6.2% |
| Q1 2022 | $1,851,000 | -8.8% | 33,310 | 0.0% | 1.64% | -3.9% |
| Q4 2021 | $2,029,000 | +8.4% | 33,310 | 0.0% | 1.71% | +30.7% |
| Q3 2021 | $1,871,000 | -0.3% | 33,310 | 0.0% | 1.31% | -17.2% |
| Q2 2021 | $1,877,000 | +9.7% | 33,310 | +900.0% | 1.58% | +19.0% |
| Q1 2021 | $1,711,000 | +2.4% | 3,331 | 0.0% | 1.32% | -12.2% |
| Q4 2020 | $1,671,000 | – | 3,331 | – | 1.51% | – |
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% |