FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 256 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $942,000 | -4.5% | 21,196 | +0.0% | 0.09% | +2.3% |
| Q2 2022 | $986,000 | -6.5% | 21,194 | -0.0% | 0.09% | +10.0% |
| Q1 2022 | $1,055,000 | +16.3% | 21,203 | +23.9% | 0.08% | +21.2% |
| Q4 2021 | $907,000 | -39.4% | 17,111 | -39.2% | 0.07% | -42.6% |
| Q3 2021 | $1,497,000 | +194.7% | 28,123 | +195.5% | 0.12% | +194.9% |
| Q2 2021 | $508,000 | -5.9% | 9,517 | -7.7% | 0.04% | -15.2% |
| Q1 2021 | $540,000 | +110.1% | 10,309 | +119.1% | 0.05% | +84.0% |
| Q3 2020 | $257,000 | -1.9% | 4,706 | -3.1% | 0.02% | -7.4% |
| Q2 2020 | $262,000 | – | 4,856 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |