FIDELITY COMWLTH TR's ticker is ONEQ and the CUSIP is 315912808. A total of 195 filers reported holding FIDELITY COMWLTH TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $569,167 | +18.1% | 11,870 | +0.9% | 0.38% | +12.1% |
| Q4 2022 | $481,807 | +0.6% | 11,760 | +1.7% | 0.34% | +1.2% |
| Q3 2022 | $479,000 | -3.4% | 11,560 | +0.7% | 0.34% | +2.8% |
| Q2 2022 | $496,000 | -18.8% | 11,485 | +4.4% | 0.33% | -2.4% |
| Q1 2022 | $611,000 | -5.4% | 11,000 | +3.7% | 0.34% | -2.9% |
| Q4 2021 | $646,000 | +8.4% | 10,610 | 0.0% | 0.34% | +0.9% |
| Q3 2021 | $596,000 | +22.4% | 10,610 | +846.5% | 0.34% | -16.0% |
| Q3 2020 | $487,000 | +16.2% | 1,121 | +4.7% | 0.41% | +7.7% |
| Q2 2020 | $419,000 | +30.9% | 1,071 | 0.0% | 0.38% | +3.0% |
| Q1 2020 | $320,000 | +2.6% | 1,071 | +19.9% | 0.37% | +33.5% |
| Q4 2019 | $312,000 | +12.6% | 893 | +1.1% | 0.28% | +5.4% |
| Q3 2019 | $277,000 | +7.8% | 883 | +7.9% | 0.26% | +6.1% |
| Q2 2019 | $257,000 | – | 818 | – | 0.25% | – |
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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% |