FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 129 filers reported holding FIDELITY COMWLTH TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,190,778 | -7.5% | 28,735 | -3.7% | 0.05% | -5.7% |
| Q2 2022 | $1,287,380 | -31.1% | 29,835 | -11.3% | 0.05% | -17.2% |
| Q1 2022 | $1,868,761 | -13.2% | 33,635 | -4.8% | 0.06% | -12.3% |
| Q4 2021 | $2,152,511 | +8.6% | 35,345 | +0.2% | 0.07% | -1.4% |
| Q3 2021 | $1,982,592 | -2.2% | 35,290 | -1.9% | 0.07% | -6.3% |
| Q2 2021 | $2,028,037 | +9.1% | 35,990 | +894.5% | 0.08% | -2.5% |
| Q1 2021 | $1,858,537 | +2.4% | 3,619 | 0.0% | 0.08% | -12.9% |
| Q4 2020 | $1,815,471 | +15.6% | 3,619 | 0.0% | 0.09% | +2.2% |
| Q3 2020 | $1,570,646 | +10.9% | 3,619 | 0.0% | 0.09% | -1.1% |
| Q2 2020 | $1,415,644 | +31.0% | 3,619 | 0.0% | 0.09% | +2.2% |
| Q1 2020 | $1,080,597 | -14.1% | 3,619 | +0.6% | 0.09% | +1.1% |
| Q4 2019 | $1,258,030 | +11.3% | 3,599 | 0.0% | 0.09% | -4.3% |
| Q3 2019 | $1,130,122 | -0.2% | 3,599 | 0.0% | 0.09% | -2.1% |
| Q2 2019 | $1,132,497 | +4.0% | 3,599 | 0.0% | 0.10% | -7.8% |
| Q1 2019 | $1,089,309 | +16.4% | 3,599 | 0.0% | 0.10% | -11.2% |
| Q4 2018 | $935,596 | -15.2% | 3,599 | +2.9% | 0.12% | -8.7% |
| Q3 2018 | $1,103,338 | +7.1% | 3,496 | 0.0% | 0.13% | -9.3% |
| Q2 2018 | $1,030,131 | +6.4% | 3,496 | 0.0% | 0.14% | -2.8% |
| Q1 2018 | $967,938 | +0.1% | 3,496 | -2.0% | 0.14% | -5.9% |
| Q4 2017 | $967,074 | – | 3,567 | – | 0.15% | – |
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% |