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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,102,866 | -8.7% | 25,319 | -5.6% | 0.31% | -13.1% |
| Q4 2022 | $1,207,595 | -44.7% | 26,824 | -45.4% | 0.36% | -49.6% |
| Q3 2022 | $2,183,000 | +67.4% | 49,127 | +75.2% | 0.71% | +56.3% |
| Q2 2022 | $1,304,000 | +3.9% | 28,033 | +11.2% | 0.46% | -3.2% |
| Q1 2022 | $1,255,000 | +13.6% | 25,212 | +21.0% | 0.47% | +16.3% |
| Q4 2021 | $1,105,000 | +93.9% | 20,837 | +94.2% | 0.40% | +60.3% |
| Q3 2021 | $570,000 | – | 10,727 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shakespeare Wealth Management, LLC | 383,055 | $20,310,000 | 7.25% |
| COUNTRY TRUST BANK | 4,295,003 | $227,721,000 | 6.18% |
| Braun-Bostich & Associates Inc. | 475,527 | $24,723,000 | 5.89% |
| CMH Wealth Management LLC | 362,345 | $19,212,000 | 5.79% |
| WEALTH MANAGEMENT RESOURCES, INC. | 152,712 | $8,097,000 | 5.21% |
| AFFINITY WEALTH MANAGEMENT LLC | 475,527 | $24,723,000 | 5.10% |
| Hofer & Associates. Inc | 103,430 | $5,484,000 | 4.97% |
| LVZ, Inc. | 607,539 | $32,212,000 | 4.31% |
| SENTINEL PENSION ADVISORS INC | 234,676 | $12,443,000 | 3.92% |
| BAKER BOYER NATIONAL BANK | 157,038 | $8,326,000 | 3.83% |