FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $99 | -3.9% | 1,900 | 0.0% | 0.00% | – |
| Q2 2023 | $103 | +13.2% | 1,900 | 0.0% | 0.00% | – |
| Q1 2023 | $91 | +16.7% | 1,900 | 0.0% | 0.00% | – |
| Q4 2022 | $78 | -99.9% | 1,900 | 0.0% | 0.00% | – |
| Q3 2022 | $79,000 | -3.7% | 1,900 | 0.0% | 0.00% | – |
| Q2 2022 | $82,000 | -22.6% | 1,900 | 0.0% | 0.00% | – |
| Q1 2022 | $106,000 | -54.3% | 1,900 | -50.0% | 0.00% | – |
| Q4 2021 | $232,000 | +116.8% | 3,800 | +100.0% | 0.00% | – |
| Q3 2021 | $107,000 | 0.0% | 1,900 | 0.0% | 0.00% | – |
| Q2 2021 | $107,000 | +245.2% | 1,900 | +3066.7% | 0.00% | – |
| Q1 2021 | $31,000 | -68.7% | 60 | -69.7% | 0.00% | – |
| Q4 2020 | $99,000 | +280.8% | 198 | +230.0% | 0.00% | – |
| Q3 2020 | $26,000 | – | 60 | – | 0.00% | – |
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% |