FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,954 | -10.5% | 5,404 | -6.9% | 0.02% | -7.7% |
| Q2 2023 | $313,773 | +13.3% | 5,803 | +0.4% | 0.03% | +4.0% |
| Q1 2023 | $277,025 | +4.3% | 5,778 | -10.9% | 0.02% | -3.8% |
| Q4 2022 | $265,676 | +0.6% | 6,485 | +1.8% | 0.03% | -10.3% |
| Q3 2022 | $264,000 | -62.7% | 6,370 | -61.2% | 0.03% | -61.8% |
| Q2 2022 | $708,000 | -41.2% | 16,416 | -24.2% | 0.08% | -35.0% |
| Q1 2022 | $1,204,000 | -99.8% | 21,658 | +82.0% | 0.12% | +64.8% |
| Q4 2021 | $724,877,000 | +52389.3% | 11,902 | -51.6% | 0.07% | -60.3% |
| Q3 2021 | $1,381,000 | – | 24,576 | – | 0.18% | – |
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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% |