FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 201 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,450 | +27.6% | 607,207 | +33.0% | 0.16% | +26.6% |
| Q2 2023 | $20,729 | +4.6% | 456,392 | +5.9% | 0.13% | -4.5% |
| Q1 2023 | $19,822 | -2.5% | 430,915 | -4.5% | 0.13% | -10.7% |
| Q4 2022 | $20,322 | -99.9% | 451,402 | -4.9% | 0.15% | -10.2% |
| Q3 2022 | $21,083,000 | -10.9% | 474,518 | -6.7% | 0.17% | -8.7% |
| Q2 2022 | $23,672,000 | -14.9% | 508,754 | -9.0% | 0.18% | -7.1% |
| Q1 2022 | $27,833,000 | -7.0% | 559,223 | -1.0% | 0.20% | -6.6% |
| Q4 2021 | $29,938,000 | +997833.3% | 564,662 | +868610.8% | 0.21% | – |
| Q2 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 65 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -84.2% | 65 | -83.7% | 0.00% | – |
| Q4 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | – |
| Q3 2018 | $19,000 | 0.0% | 398 | 0.0% | 0.00% | -100.0% |
| Q2 2018 | $19,000 | -5.0% | 398 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $20,000 | – | 398 | – | 0.00% | – |
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% |