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 | $256,031 | -3.7% | 4,925 | +0.2% | 0.06% | +3.2% |
Q2 2023 | $265,815 | +13.0% | 4,915 | +0.2% | 0.06% | +6.9% |
Q1 2023 | $235,284 | +25.9% | 4,907 | +7.6% | 0.06% | +16.0% |
Q4 2022 | $186,878 | -7.5% | 4,561 | -6.5% | 0.05% | -18.0% |
Q3 2022 | $202,000 | +14.1% | 4,877 | +18.6% | 0.06% | +17.3% |
Q2 2022 | $177,000 | -2.2% | 4,112 | +25.6% | 0.05% | +18.2% |
Q1 2022 | $181,000 | – | 3,273 | – | 0.04% | – |
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% |