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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #395,593 out of 793,835 TipRanks' Investors
Success Rate
37%
49 out of 131
profitable transactions
Average Return
6.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.96%
6-Month Return▲ 9.46%
12-Month Return▲ 14.80%
YTD Return▲ 3.08%
Total Return▲ 15.34%

Best Trade

Opened at
Closed at-
Gain▲ 432.32%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.71%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.33%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.82%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 5.35%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 8.43%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.02%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 0.96%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 3.66%
▲ 2.93%▲ 2.10%▼ 1.71%
▲ 10.00%▼ 0.89%▲ 0.33%
▲ 26.01%▲ 5.96%▲ 11.82%
▲ 5.33%▼ 2.41%▼ 5.35%
▲ 5.89%▲ 2.69%▲ 8.43%
▼ 12.86%▼ 1.27%▼ 4.02%
▲ 1.87%▼ 6.20%▼ 0.96%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Stabilis Solutions
▼ 9.91%
4
Close
Mar 04, 2025
Kolibri Global Energy
▼ 0.12%
2
Close
Mar 04, 2025
Global Self Storage
▲ 0.81%
2
Close
Feb 19, 2025
CareCloud
▼ 11.47%
2
Close
Feb 19, 2025
D-Wave Quantum
1.11%
▲ 27.61%
1
Open
Jan 31, 2025
Dynagas LNG Partners
▼ 6.60%
2
Close
Jan 17, 2025
Himax Technologies
1.1%
▼ 4.19%
1
Open
Jan 08, 2025
United Micro
▼ 2.42%
3
Close
Nov 11, 2024
Plains All American
▲ 68.21%
2
Close
Aug 29, 2024
Subaru
▲ 0.90%
3
Close
Aug 27, 2024
Ecopetrol SA
▲ 63.87%
2
Close
Aug 12, 2024
Granite Ridge Resources
▼ 1.00%
2
Close
Aug 12, 2024
Crescent Energy Company Class A
▼ 11.07%
2
Close
Aug 12, 2024
LXP Industrial Trust
▲ 2.65%
2
Close
Jul 30, 2024
Corporacion America Airports SA
▲ 64.84%
2
Close
Jul 27, 2024
Tpg Re Finance
▼ 2.11%
2
Close
Jul 27, 2024
Uniti Group
▲ 0.57%
2
Close
Jul 27, 2024
Banco Santander SA
▼ 7.60%
2
Close
Jun 29, 2024
Immersion
▼ 4.73%
2
Close
Jun 29, 2024
KeyCorp
2.31%
▲ 15.08%
1
Open
Jun 29, 2024