FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 207 filers reported holding FIDELITY COMWLTH TR in Q1 2022. The put-call ratio across all filers is 0.18 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $503,107 | -4.6% | 9,677 | -0.8% | 0.02% | -3.8% |
| Q2 2023 | $527,324 | +11.5% | 9,751 | -1.1% | 0.03% | 0.0% |
| Q1 2023 | $472,984 | +15.1% | 9,864 | -1.7% | 0.03% | +4.0% |
| Q4 2022 | $411,067 | -4.6% | 10,033 | +0.4% | 0.02% | -13.8% |
| Q3 2022 | $431,000 | 0.0% | 9,995 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $431,000 | -22.9% | 9,995 | +8.8% | 0.03% | -12.1% |
| Q4 2021 | $559,000 | -65.8% | 9,187 | -68.4% | 0.03% | -36.5% |
| Q3 2021 | $1,634,000 | -1.8% | 29,081 | -1.5% | 0.05% | -1.9% |
| Q2 2021 | $1,664,000 | +63.8% | 29,535 | +1393.2% | 0.05% | +43.2% |
| Q1 2021 | $1,016,000 | – | 1,978 | – | 0.04% | – |
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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% |