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 | $425,018 | -62.0% | 8,175 | -65.0% | 0.00% | – |
| Q1 2023 | $1,119,824 | -26.0% | 23,354 | -36.8% | 0.00% | – |
| Q4 2022 | $1,512,940 | -60.6% | 36,928 | -60.1% | 0.00% | -100.0% |
| Q3 2022 | $3,836,000 | +205.2% | 92,573 | +217.8% | 0.00% | – |
| Q2 2022 | $1,257,000 | -22.3% | 29,130 | 0.0% | 0.00% | – |
| Q1 2022 | $1,618,000 | +89.7% | 29,130 | +108.1% | 0.00% | – |
| Q4 2021 | $853,000 | +136.9% | 14,000 | +118.6% | 0.00% | – |
| Q3 2021 | $360,000 | -82.2% | 6,403 | -82.2% | 0.00% | – |
| Q2 2021 | $2,022,000 | +9.7% | 35,880 | +900.0% | 0.00% | – |
| Q1 2021 | $1,843,000 | -52.9% | 3,588 | -54.0% | 0.00% | -100.0% |
| Q4 2020 | $3,913,000 | +15.6% | 7,800 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,385,000 | +51.3% | 7,800 | +10.0% | 0.00% | 0.0% |
| Q3 2018 | $2,238,000 | -11.5% | 7,091 | -28.4% | 0.00% | 0.0% |
| Q3 2017 | $2,528,000 | +5.7% | 9,907 | +0.1% | 0.00% | 0.0% |
| Q2 2017 | $2,391,000 | +127.7% | 9,900 | +99.5% | 0.00% | – |
| Q4 2016 | $1,050,000 | -67.6% | 4,962 | -68.0% | 0.00% | -100.0% |
| Q3 2016 | $3,243,000 | +868.1% | 15,524 | +785.1% | 0.00% | – |
| Q1 2016 | $335,000 | -86.6% | 1,754 | -86.2% | 0.00% | -100.0% |
| Q4 2015 | $2,501,000 | -51.7% | 12,710 | -55.5% | 0.00% | -50.0% |
| Q3 2015 | $5,175,000 | – | 28,577 | – | 0.00% | – |
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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% |