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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $340,081 | -22.5% | 7,554 | -23.6% | 0.17% | -31.0% |
| Q3 2022 | $439,000 | -6.4% | 9,885 | -1.9% | 0.25% | -3.8% |
| Q2 2022 | $469,000 | -8.8% | 10,073 | -2.5% | 0.26% | +5.2% |
| Q1 2022 | $514,000 | -6.7% | 10,330 | -0.5% | 0.25% | -6.0% |
| Q4 2021 | $551,000 | -0.2% | 10,384 | 0.0% | 0.26% | -11.7% |
| Q3 2021 | $552,000 | -1.1% | 10,384 | -0.7% | 0.30% | -4.5% |
| Q2 2021 | $558,000 | -4.8% | 10,459 | -6.5% | 0.31% | -12.8% |
| Q1 2021 | $586,000 | -10.8% | 11,190 | -7.7% | 0.36% | -12.2% |
| Q4 2020 | $657,000 | -15.1% | 12,118 | -14.5% | 0.41% | -8.1% |
| Q3 2020 | $774,000 | +1.6% | 14,165 | +0.3% | 0.45% | +0.7% |
| Q2 2020 | $762,000 | +4.2% | 14,129 | 0.0% | 0.44% | -7.1% |
| Q1 2020 | $731,000 | – | 14,129 | – | 0.48% | – |
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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% |