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 | $1,528,957 | -8.0% | 35,100 | -4.0% | 0.10% | -2.0% |
| Q2 2023 | $1,661,357 | +1.6% | 36,578 | +2.9% | 0.10% | -4.7% |
| Q1 2023 | $1,634,487 | +0.3% | 35,532 | -1.8% | 0.11% | -7.8% |
| Q4 2022 | $1,628,915 | +97968.3% | 36,182 | -3.2% | 0.12% | -11.5% |
| Q3 2022 | $1,661 | +8.6% | 37,388 | +13.7% | 0.13% | +7.4% |
| Q2 2022 | $1,530 | -9.1% | 32,891 | -2.8% | 0.12% | +6.1% |
| Q1 2022 | $1,684 | -18.0% | 33,829 | -12.7% | 0.11% | -28.3% |
| Q4 2021 | $2,054 | -5.3% | 38,746 | -5.1% | 0.16% | -25.0% |
| Q3 2021 | $2,170 | +8.1% | 40,834 | +8.5% | 0.21% | -10.9% |
| Q2 2021 | $2,007 | +12.5% | 37,626 | +10.5% | 0.24% | -14.1% |
| Q1 2021 | $1,784 | +1.5% | 34,040 | +5.1% | 0.28% | -20.9% |
| Q4 2020 | $1,758 | +1.6% | 32,397 | +2.3% | 0.35% | -15.3% |
| Q3 2020 | $1,730 | -99.9% | 31,658 | +9.8% | 0.41% | +4.3% |
| Q2 2020 | $1,555,000 | +1.5% | 28,826 | -2.7% | 0.40% | +0.3% |
| Q1 2020 | $1,532,000 | +7.9% | 29,611 | +7.9% | 0.40% | +13.5% |
| Q4 2019 | $1,420,000 | +9.4% | 27,447 | +9.3% | 0.35% | +5.5% |
| Q3 2019 | $1,298,000 | -2.6% | 25,104 | -3.8% | 0.33% | -18.7% |
| Q2 2019 | $1,333,000 | – | 26,108 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 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% |