FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 183 filers reported holding FIDELITY COMWLTH TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,437 | +3950.2% | 181,858 | +4061.5% | 0.02% | +2100.0% |
| Q2 2023 | $233 | +12.0% | 4,370 | -1.1% | 0.00% | 0.0% |
| Q1 2023 | $208 | -47.3% | 4,418 | -54.1% | 0.00% | 0.0% |
| Q4 2022 | $395 | -100.0% | 9,621 | -71.1% | 0.00% | -75.0% |
| Q3 2022 | $1,403,000 | +4.3% | 33,317 | +6.9% | 0.00% | 0.0% |
| Q2 2022 | $1,345,000 | -3.4% | 31,160 | +24.3% | 0.00% | +33.3% |
| Q1 2022 | $1,393,000 | +35.5% | 25,064 | +37.3% | 0.00% | +50.0% |
| Q4 2021 | $1,028,000 | -4.8% | 18,251 | -5.1% | 0.00% | 0.0% |
| Q3 2021 | $1,080,000 | +5.1% | 19,226 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $1,028,000 | +66.1% | 18,251 | +1414.6% | 0.00% | +100.0% |
| Q1 2021 | $619,000 | +22.1% | 1,205 | +19.3% | 0.00% | 0.0% |
| Q4 2020 | $507,000 | – | 1,010 | – | 0.00% | – |
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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% |