FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,377,648 | +52.1% | 31,627 | +58.6% | 0.64% | +59.5% |
| Q2 2023 | $905,534 | -4.4% | 19,942 | -3.1% | 0.40% | -9.5% |
| Q1 2023 | $947,094 | -8.4% | 20,589 | -10.4% | 0.44% | -12.1% |
| Q4 2022 | $1,034,306 | -3.0% | 22,975 | -4.2% | 0.50% | -5.8% |
| Q3 2022 | $1,066,000 | -5.3% | 23,988 | -0.9% | 0.54% | +3.5% |
| Q2 2022 | $1,126,000 | -37.4% | 24,206 | -33.0% | 0.52% | -26.7% |
| Q1 2022 | $1,798,000 | -20.2% | 36,123 | -15.0% | 0.71% | -15.0% |
| Q4 2021 | $2,254,000 | -6.6% | 42,508 | -6.4% | 0.83% | -15.4% |
| Q3 2021 | $2,412,000 | +7.9% | 45,406 | +8.4% | 0.98% | +5.1% |
| Q2 2021 | $2,235,000 | -6.3% | 41,904 | -8.0% | 0.94% | -8.2% |
| Q1 2021 | $2,386,000 | +3.9% | 45,537 | +7.5% | 1.02% | -8.2% |
| Q4 2020 | $2,297,000 | +39.8% | 42,346 | +40.8% | 1.11% | +20.7% |
| Q3 2020 | $1,643,000 | +24.6% | 30,072 | +22.9% | 0.92% | +17.9% |
| Q2 2020 | $1,319,000 | +19.3% | 24,461 | +14.5% | 0.78% | -1.3% |
| Q1 2020 | $1,106,000 | +17.2% | 21,371 | +17.1% | 0.79% | +45.2% |
| Q4 2019 | $944,000 | +46.4% | 18,248 | +46.3% | 0.54% | +34.3% |
| Q3 2019 | $645,000 | +154.9% | 12,470 | +152.0% | 0.40% | +171.8% |
| Q2 2019 | $253,000 | – | 4,949 | – | 0.15% | – |
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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% |