FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 414 filers reported holding FIDELITY MERRIMACK STR TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,546,677 | -0.7% | 78,938 | +0.2% | 0.38% | -6.2% |
Q1 2024 | $3,570,628 | -5.4% | 78,804 | -3.9% | 0.40% | -6.1% |
Q4 2023 | $3,773,923 | +10.3% | 81,971 | +4.4% | 0.43% | -3.2% |
Q3 2023 | $3,421,635 | -3.9% | 78,550 | +0.2% | 0.44% | +6.3% |
Q2 2023 | $3,562,080 | -6.6% | 78,425 | -5.4% | 0.41% | -14.6% |
Q1 2023 | $3,811,953 | +0.6% | 82,869 | -1.6% | 0.48% | -2.8% |
Q4 2022 | $3,790,062 | -11.7% | 84,186 | -12.8% | 0.50% | -22.6% |
Q3 2022 | $4,290,000 | -4.4% | 96,551 | +0.1% | 0.64% | -1.1% |
Q2 2022 | $4,488,000 | -9.4% | 96,446 | -3.1% | 0.65% | -5.2% |
Q1 2022 | $4,953,000 | -12.2% | 99,511 | -6.5% | 0.69% | -13.6% |
Q4 2021 | $5,642,000 | -0.2% | 106,412 | +0.1% | 0.80% | -9.0% |
Q3 2021 | $5,651,000 | -0.7% | 106,353 | -0.3% | 0.88% | -3.0% |
Q2 2021 | $5,688,000 | +0.5% | 106,657 | -1.2% | 0.90% | -12.6% |
Q1 2021 | $5,660,000 | -0.0% | 107,997 | +3.5% | 1.03% | -1.6% |
Q4 2020 | $5,662,000 | -3.0% | 104,370 | -2.3% | 1.05% | -23.5% |
Q3 2020 | $5,837,000 | -10.4% | 106,810 | -11.5% | 1.37% | -18.8% |
Q2 2020 | $6,512,000 | +28.3% | 120,754 | +23.1% | 1.69% | +7.2% |
Q1 2020 | $5,076,000 | -5.2% | 98,093 | -5.2% | 1.58% | +52.9% |
Q4 2019 | $5,353,000 | – | 103,450 | – | 1.03% | – |
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% |