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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,132,000 | +10.1% | 25,894 | +14.8% | 0.07% | +24.6% |
Q2 2023 | $1,028,000 | +286251.0% | 22,552 | +189.1% | 0.06% | +103.6% |
Q1 2023 | $359 | -74.0% | 7,801 | -74.5% | 0.03% | -68.5% |
Q4 2022 | $1,382 | -99.9% | 30,583 | +28.4% | 0.09% | +21.9% |
Q4 2021 | $1,265,000 | +23.8% | 23,826 | +24.1% | 0.07% | +5.8% |
Q3 2021 | $1,022,000 | +41.6% | 19,201 | +42.1% | 0.07% | +43.8% |
Q2 2021 | $722,000 | -34.1% | 13,517 | -34.6% | 0.05% | +26.3% |
Q1 2021 | $1,095,000 | +21.7% | 20,672 | +24.7% | 0.04% | 0.0% |
Q4 2020 | $900,000 | +0.2% | 16,583 | +0.9% | 0.04% | -15.6% |
Q3 2020 | $898,000 | +11.4% | 16,434 | +9.9% | 0.04% | +2.3% |
Q2 2020 | $806,000 | -68.6% | 14,951 | -69.9% | 0.04% | -76.8% |
Q1 2020 | $2,566,000 | +276.8% | 49,592 | +276.6% | 0.19% | +265.4% |
Q4 2019 | $681,000 | +7.6% | 13,169 | +7.5% | 0.05% | 0.0% |
Q3 2019 | $633,000 | +156.3% | 12,253 | +148.1% | 0.05% | +85.7% |
Q1 2019 | $247,000 | – | 4,938 | – | 0.03% | – |
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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% |