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 | $575,134 | +9.2% | 13,203 | +13.9% | 0.22% | +14.7% |
| Q2 2023 | $526,579 | -15.8% | 11,594 | -14.7% | 0.19% | -20.8% |
| Q1 2023 | $625,274 | +2.2% | 13,593 | +0.0% | 0.24% | -4.4% |
| Q4 2022 | $611,925 | +1.3% | 13,592 | 0.0% | 0.25% | -8.4% |
| Q3 2022 | $604,000 | -5.3% | 13,592 | -0.9% | 0.27% | -4.5% |
| Q2 2022 | $638,000 | -44.5% | 13,714 | -40.6% | 0.29% | -38.4% |
| Q1 2022 | $1,149,000 | -8.6% | 23,087 | -2.7% | 0.47% | -16.3% |
| Q4 2021 | $1,257,000 | – | 23,717 | – | 0.56% | – |
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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% |