FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 318 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $896,770 | -26.6% | 20,587 | -23.5% | 0.04% | -23.7% |
Q2 2023 | $1,222,344 | -2.6% | 26,912 | -1.4% | 0.06% | -9.2% |
Q1 2023 | $1,254,972 | -83.7% | 27,282 | -84.0% | 0.06% | -84.6% |
Q4 2022 | $7,684,509 | -3.5% | 170,691 | -4.8% | 0.42% | -11.7% |
Q3 2022 | $7,962,000 | -10.5% | 179,213 | -6.2% | 0.48% | -7.9% |
Q2 2022 | $8,892,000 | -26.0% | 191,098 | -20.9% | 0.52% | -12.0% |
Q1 2022 | $12,024,000 | -19.6% | 241,598 | -14.3% | 0.59% | -14.6% |
Q4 2021 | $14,952,000 | +9.6% | 282,014 | +9.8% | 0.69% | +0.9% |
Q3 2021 | $13,647,000 | +14.7% | 256,856 | +15.1% | 0.68% | +12.5% |
Q2 2021 | $11,899,000 | +8.8% | 223,122 | +6.9% | 0.61% | +3.2% |
Q1 2021 | $10,938,000 | +5.8% | 208,695 | +9.5% | 0.59% | +0.7% |
Q4 2020 | $10,335,000 | +15.0% | 190,515 | +15.9% | 0.59% | +2.1% |
Q3 2020 | $8,985,000 | +329.5% | 164,403 | +323.8% | 0.57% | +290.5% |
Q2 2020 | $2,092,000 | +35.1% | 38,797 | +29.7% | 0.15% | +11.4% |
Q1 2020 | $1,548,000 | +33.4% | 29,917 | +33.5% | 0.13% | +69.2% |
Q4 2019 | $1,160,000 | +8.8% | 22,415 | +8.7% | 0.08% | +1.3% |
Q3 2019 | $1,066,000 | +42.3% | 20,624 | +40.5% | 0.08% | +37.5% |
Q2 2019 | $749,000 | +56.4% | 14,674 | +53.0% | 0.06% | +51.4% |
Q1 2019 | $479,000 | +199.4% | 9,589 | +190.0% | 0.04% | +146.7% |
Q4 2018 | $160,000 | – | 3,306 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SHAKESPEARE WEALTH MANAGEMENT, INC. | 403,175 | $20,062,000 | 7.22% |
WestHill Financial Advisors, Inc. | 500,533 | $24,912,000 | 7.19% |
COUNTRY TRUST BANK | 4,558,877 | $226,895,000 | 6.34% |
CMH Wealth Management LLC | 354,390 | $17,638,000 | 5.42% |
WEALTH MANAGEMENT RESOURCES, INC. | 155,691 | $7,749,000 | 5.35% |
Hofer & Associates. Inc | 114,403 | $5,694,000 | 5.01% |
AFFINITY WEALTH MANAGEMENT LLC | 475,816 | $23,191,000 | 4.70% |
LVZ, Inc. | 624,920 | $31,102,000 | 4.33% |
Financial Planners of Cleveland, Inc. | 201,990 | $10,053,000 | 4.22% |
Great Point Wealth Advisors, LLC | 270,335 | $13,455,000 | 4.19% |