FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 213 filers reported holding FIDELITY COMWLTH TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $126 | -33.3% | 2,626 | -43.0% | 0.01% | -44.4% |
Q4 2022 | $189 | -100.0% | 4,603 | -51.9% | 0.02% | -53.8% |
Q3 2022 | $396,000 | -6.2% | 9,568 | -2.1% | 0.04% | -7.1% |
Q2 2022 | $422,000 | -44.8% | 9,778 | -28.9% | 0.04% | -30.0% |
Q1 2022 | $764,000 | -14.5% | 13,746 | -6.4% | 0.06% | -11.8% |
Q4 2021 | $894,000 | +8.2% | 14,683 | -0.1% | 0.07% | -1.4% |
Q3 2021 | $826,000 | -7.8% | 14,699 | -7.5% | 0.07% | -8.0% |
Q2 2021 | $896,000 | +27.1% | 15,892 | +1058.3% | 0.08% | +7.1% |
Q1 2021 | $705,000 | +5.9% | 1,372 | +3.3% | 0.07% | 0.0% |
Q4 2020 | $666,000 | +289.5% | 1,328 | +204.6% | 0.07% | +180.0% |
Q2 2020 | $171,000 | +40.2% | 436 | +7.1% | 0.02% | +4.2% |
Q1 2020 | $122,000 | -80.3% | 407 | -77.1% | 0.02% | -72.4% |
Q4 2019 | $620,000 | +18.1% | 1,775 | +6.2% | 0.09% | +6.1% |
Q3 2019 | $525,000 | +0.4% | 1,671 | +0.6% | 0.08% | 0.0% |
Q2 2019 | $523,000 | -60.4% | 1,661 | +315.2% | 0.08% | +925.0% |
Q1 2019 | $1,320,000 | +436.6% | 400 | +39900.0% | 0.01% | -81.8% |
Q3 2018 | $246,000 | +7.9% | 1 | -99.9% | 0.04% | +41.9% |
Q2 2018 | $228,000 | +101.8% | 775 | +90.4% | 0.03% | +14.8% |
Q1 2018 | $113,000 | – | 407 | – | 0.03% | – |
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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% |