FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 127 filers reported holding FIDELITY MERRIMACK STR TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $5,584,799 | -5.2% | 124,300 | -4.4% | 0.77% | -7.6% |
Q1 2024 | $5,888,669 | -1.1% | 129,964 | +0.5% | 0.83% | -11.8% |
Q4 2023 | $5,951,821 | -44.2% | 129,275 | -47.6% | 0.94% | -50.2% |
Q3 2023 | $10,664,196 | -6.6% | 246,514 | -1.9% | 1.89% | -3.3% |
Q2 2023 | $11,417,998 | -1.8% | 251,387 | -0.6% | 1.95% | -7.5% |
Q1 2023 | $11,630,502 | +438.2% | 252,837 | +419.8% | 2.11% | +325.8% |
Q3 2022 | $2,161,000 | -22.6% | 48,640 | -19.0% | 0.50% | -12.4% |
Q2 2022 | $2,793,000 | -29.2% | 60,034 | -24.3% | 0.57% | -24.0% |
Q1 2022 | $3,946,000 | +29.5% | 79,284 | +38.0% | 0.74% | +97.1% |
Q4 2021 | $3,046,000 | +11.5% | 57,442 | +11.7% | 0.38% | -31.1% |
Q3 2021 | $2,733,000 | +1.9% | 51,440 | +2.3% | 0.55% | +2.0% |
Q2 2021 | $2,682,000 | +10.4% | 50,286 | +8.5% | 0.54% | +0.9% |
Q1 2021 | $2,429,000 | -6.4% | 46,349 | -3.1% | 0.53% | -14.9% |
Q4 2020 | $2,595,000 | +16.3% | 47,834 | +17.6% | 0.63% | +11.8% |
Q3 2020 | $2,231,000 | +2.8% | 40,691 | +1.1% | 0.56% | -2.6% |
Q2 2020 | $2,171,000 | +26.9% | 40,251 | +21.8% | 0.58% | +9.1% |
Q1 2020 | $1,711,000 | +114.4% | 33,060 | +114.2% | 0.53% | +149.8% |
Q4 2019 | $798,000 | – | 15,431 | – | 0.21% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kowal Investment Group, LLC | 1,997,662 | $90,733,828 | 24.27% |
Presidio Capital Management, LLC | 660,216 | $29,987,008 | 24.02% |
CPA Asset Management LLC | 474,569 | $21,554,924 | 15.49% |
Goodwin Investment Advisory | 513,231 | $23,310,967 | 13.61% |
Drake & Associates, LLC | 453,050 | $20,577,545 | 9.20% |
REGIMEN WEALTH, LLC | 445,862 | $20,251,052 | 8.40% |
Navalign, LLC | 437,137 | $19,854,763 | 7.92% |
Sunburst Financial Group, LLC | 485,060 | $22,031,425 | 7.69% |
WEALTH MANAGEMENT RESOURCES, INC. | 288,649 | $13,110,474 | 7.62% |
Shakespeare Wealth Management, LLC | 475,149 | $21,581,273 | 7.38% |