FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 92 filers reported holding FIDELITY COMWLTH TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,759 | -9.0% | 33,835 | -5.4% | 0.01% | -9.1% |
| Q2 2023 | $1,933 | +19.2% | 35,748 | +5.7% | 0.01% | 0.0% |
| Q1 2023 | $1,622 | -8.7% | 33,831 | -22.0% | 0.01% | -8.3% |
| Q4 2022 | $1,777 | -100.0% | 43,376 | -77.7% | 0.01% | -80.3% |
| Q3 2022 | $8,054,000 | +536.7% | 194,353 | +563.2% | 0.06% | +510.0% |
| Q2 2022 | $1,265,000 | -12.8% | 29,307 | +12.3% | 0.01% | 0.0% |
| Q1 2022 | $1,450,000 | -4.6% | 26,093 | +4.5% | 0.01% | -9.1% |
| Q4 2021 | $1,520,000 | +15.2% | 24,962 | +6.3% | 0.01% | +10.0% |
| Q3 2021 | $1,320,000 | +16.8% | 23,487 | +17.1% | 0.01% | +11.1% |
| Q2 2021 | $1,130,000 | +26.4% | 20,051 | +1052.4% | 0.01% | 0.0% |
| Q1 2021 | $894,000 | +7.2% | 1,740 | +4.7% | 0.01% | 0.0% |
| Q4 2020 | $834,000 | +19.7% | 1,662 | +3.4% | 0.01% | 0.0% |
| Q3 2020 | $697,000 | -3.2% | 1,607 | -12.7% | 0.01% | -10.0% |
| Q2 2020 | $720,000 | +37.1% | 1,841 | +4.8% | 0.01% | +11.1% |
| Q1 2020 | $525,000 | +6.7% | 1,757 | +24.9% | 0.01% | +28.6% |
| Q4 2019 | $492,000 | +24.6% | 1,407 | +11.8% | 0.01% | +16.7% |
| Q3 2019 | $395,000 | -60.6% | 1,259 | -60.4% | 0.01% | -57.1% |
| Q2 2019 | $1,002,000 | -10.2% | 3,183 | -13.6% | 0.01% | -17.6% |
| Q1 2019 | $1,116,000 | -17.4% | 3,686 | -29.1% | 0.02% | -29.2% |
| Q4 2018 | $1,351,000 | -48.7% | 5,196 | -37.8% | 0.02% | -45.5% |
| Q3 2018 | $2,635,000 | -20.6% | 8,351 | -25.9% | 0.04% | -38.9% |
| Q2 2018 | $3,320,000 | +106.7% | 11,268 | +94.2% | 0.07% | +111.8% |
| Q1 2018 | $1,606,000 | +383.7% | 5,801 | +373.9% | 0.03% | +466.7% |
| Q4 2017 | $332,000 | +24.3% | 1,224 | +16.9% | 0.01% | 0.0% |
| Q3 2017 | $267,000 | +8.5% | 1,047 | +2.7% | 0.01% | +20.0% |
| Q2 2017 | $246,000 | -22.9% | 1,019 | -25.6% | 0.01% | -16.7% |
| Q1 2017 | $319,000 | – | 1,369 | – | 0.01% | – |
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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% |