FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 190 filers reported holding FIDELITY COMWLTH TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,287,352 | -0.6% | 43,996 | +3.4% | 0.24% | +2.6% |
| Q2 2023 | $2,300,942 | +70.4% | 42,547 | -67.1% | 0.23% | +212.0% |
| Q1 2023 | $1,350,460 | -42.8% | 129,319 | +124.4% | 0.08% | -28.6% |
| Q4 2022 | $2,361,072 | -14.0% | 57,629 | -13.0% | 0.10% | -35.2% |
| Q3 2022 | $2,744,000 | -4.1% | 66,216 | +0.8% | 0.16% | -36.2% |
| Q2 2022 | $2,860,000 | -36.8% | 65,674 | -19.3% | 0.25% | -0.4% |
| Q1 2022 | $4,524,000 | +25.6% | 81,422 | +37.7% | 0.26% | -16.4% |
| Q4 2021 | $3,602,000 | – | 59,150 | – | 0.30% | – |
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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% |