FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 5 filers reported holding FIDELITY COMWLTH TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $878 | +11.0% | 16,894 | +15.5% | 0.00% | 0.0% |
| Q2 2023 | $791 | +26.2% | 14,623 | +11.8% | 0.00% | 0.0% |
| Q1 2023 | $627 | +21.3% | 13,082 | +3.7% | 0.00% | 0.0% |
| Q4 2022 | $517 | -99.9% | 12,613 | +1.0% | 0.00% | 0.0% |
| Q3 2022 | $517,000 | -3.4% | 12,482 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $535,000 | -36.7% | 12,408 | -18.4% | 0.00% | -40.0% |
| Q1 2022 | $845,000 | +16.7% | 15,212 | +28.0% | 0.01% | +25.0% |
| Q4 2021 | $724,000 | +8.1% | 11,882 | -0.4% | 0.00% | -20.0% |
| Q3 2021 | $670,000 | -18.4% | 11,932 | -18.1% | 0.01% | -16.7% |
| Q2 2021 | $821,000 | +32.4% | 14,570 | +20.7% | 0.01% | 0.0% |
| Q1 2021 | $620,000 | -1.1% | 12,070 | +865.6% | 0.01% | -25.0% |
| Q4 2020 | $627,000 | – | 1,250 | – | 0.01% | – |
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% |