FIDELITY MERRIMACK STR TR's ticker is FBND and the CUSIP is 316188309. A total of 216 filers reported holding FIDELITY MERRIMACK STR TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $814,439 | -11.3% | 18,697 | -7.5% | 0.26% | -11.6% |
| Q2 2023 | $918,083 | +24.9% | 20,213 | +23.8% | 0.29% | +11.5% |
| Q1 2023 | $735,015 | -0.0% | 16,326 | 0.0% | 0.26% | 0.0% |
| Q4 2022 | $735,020 | -4.5% | 16,326 | -1.3% | 0.26% | -16.8% |
| Q3 2022 | $770,000 | +14.1% | 16,542 | +14.0% | 0.32% | -2.2% |
| Q2 2022 | $675,000 | -15.5% | 14,512 | -9.6% | 0.32% | +16.7% |
| Q1 2022 | $799,000 | -56.6% | 16,048 | -53.8% | 0.28% | -57.1% |
| Q4 2021 | $1,843,000 | – | 34,766 | – | 0.64% | – |
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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% |