FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,875 | +8.2% | 8,807 | -1.5% | 0.02% | +9.5% |
| Q1 2023 | $423,009 | +14.8% | 8,943 | -0.6% | 0.02% | +23.5% |
| Q4 2022 | $368,628 | -5.0% | 8,998 | -3.9% | 0.02% | -26.1% |
| Q3 2022 | $388,000 | -4.7% | 9,365 | -0.8% | 0.02% | -4.2% |
| Q2 2022 | $407,000 | -22.5% | 9,436 | -0.2% | 0.02% | +26.3% |
| Q1 2022 | $525,000 | -13.5% | 9,452 | -5.1% | 0.02% | -13.6% |
| Q4 2021 | $607,000 | – | 9,963 | – | 0.02% | – |
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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% |