FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 246 filers reported holding FIDELITY COMWLTH TR in Q3 2023. The put-call ratio across all filers is 5.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,942,242 | +32.8% | 56,588 | +38.1% | 0.00% | +33.3% |
| Q2 2023 | $2,216,267 | +11.1% | 40,981 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,994,144 | -42.6% | 41,588 | -51.0% | 0.00% | -40.0% |
| Q4 2022 | $3,475,031 | +586.8% | 84,819 | +594.8% | 0.01% | +400.0% |
| Q3 2022 | $506,000 | +35.7% | 12,207 | +1540.7% | 0.00% | 0.0% |
| Q4 2020 | $373,000 | -21.0% | 744 | -50.2% | 0.00% | 0.0% |
| Q3 2018 | $472,000 | +4.7% | 1,495 | -2.9% | 0.00% | 0.0% |
| Q2 2018 | $451,000 | -2.6% | 1,539 | -8.3% | 0.00% | 0.0% |
| Q1 2018 | $463,000 | +39.0% | 1,679 | -0.8% | 0.00% | -50.0% |
| Q4 2015 | $333,000 | -20.0% | 1,693 | -26.2% | 0.00% | 0.0% |
| Q3 2015 | $416,000 | -55.7% | 2,295 | -52.0% | 0.00% | 0.0% |
| Q2 2015 | $940,000 | +82.9% | 4,786 | +79.3% | 0.00% | -33.3% |
| Q1 2015 | $514,000 | +36.7% | 2,669 | +31.9% | 0.00% | +50.0% |
| Q4 2014 | $376,000 | +4.4% | 2,024 | -0.9% | 0.00% | -33.3% |
| Q3 2014 | $360,000 | +6.5% | 2,042 | +4.6% | 0.00% | 0.0% |
| Q2 2014 | $338,000 | +7.3% | 1,953 | +1.9% | 0.00% | 0.0% |
| Q1 2014 | $315,000 | – | 1,916 | – | 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% |