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 | $4,108,841 | -4.6% | 92,126 | -0.7% | 0.04% | 0.0% |
| Q2 2023 | $4,305,586 | -4.2% | 92,785 | -2.2% | 0.04% | -6.5% |
| Q1 2023 | $4,492,990 | +17.1% | 94,847 | +15.0% | 0.05% | +9.5% |
| Q4 2022 | $3,837,622 | -3.0% | 82,503 | -4.0% | 0.04% | -6.7% |
| Q3 2022 | $3,956,430 | -7.8% | 85,918 | -4.0% | 0.04% | -6.2% |
| Q2 2022 | $4,291,478 | -10.6% | 89,457 | -5.1% | 0.05% | +2.1% |
| Q1 2022 | $4,801,454 | -4.6% | 94,260 | +0.9% | 0.05% | -4.1% |
| Q4 2021 | $5,032,023 | – | 93,397 | – | 0.05% | – |
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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% |