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 | $284,593 | -15.0% | 5,474 | -21.6% | 0.00% | -100.0% |
| Q1 2023 | $334,691 | +5.4% | 6,980 | -10.0% | 0.00% | 0.0% |
| Q4 2022 | $317,640 | -8.5% | 7,753 | -7.6% | 0.00% | 0.0% |
| Q3 2022 | $347,000 | +35.5% | 8,389 | +41.4% | 0.00% | – |
| Q2 2022 | $256,000 | -70.3% | 5,933 | -61.8% | 0.00% | -100.0% |
| Q1 2022 | $863,000 | -5.1% | 15,537 | +4.2% | 0.00% | 0.0% |
| Q4 2021 | $909,000 | -2.2% | 14,917 | -9.8% | 0.00% | -50.0% |
| Q3 2021 | $929,000 | +0.7% | 16,535 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $923,000 | +13.5% | 16,365 | +932.5% | 0.00% | +100.0% |
| Q1 2021 | $813,000 | +2.1% | 1,585 | -0.1% | 0.00% | -50.0% |
| Q4 2020 | $796,000 | +75.3% | 1,587 | +51.7% | 0.00% | +100.0% |
| Q3 2020 | $454,000 | +16.7% | 1,046 | +5.2% | 0.00% | 0.0% |
| Q2 2020 | $389,000 | +28.4% | 994 | -2.2% | 0.00% | 0.0% |
| Q1 2020 | $303,000 | -32.8% | 1,016 | -21.4% | 0.00% | 0.0% |
| Q4 2019 | $451,000 | – | 1,292 | – | 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% |