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Fidelity Stocks Owned - New Portfolio

PerformancePortfolio Details

Fidelity Stocks Owned
Individual Investor
Ranked #441,774 out of 783,334 TipRanks' Investors
Success Rate
39%
49 out of 127
profitable transactions
Average Return
6.87%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.67%
6-Month Return▲ 17.48%
12-Month Return▲ 27.15%
YTD Return▲ 6.74%
Total Return▲ 19.64%

Best Trade

AssetRolls-Royce (RYCEY)
Opened at
Closed at-
Gain▲ 287.47%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 1.71%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.33%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 11.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.21%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 6.74%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.83%
▲ 8.13%▲ 1.21%▲ 1.57%
▼ 13.14%▲ 2.34%▲ 3.66%
▲ 2.93%▲ 2.10%▼ 1.71%
▲ 9.99%▼ 0.89%▲ 0.33%
▲ 26.04%▲ 5.96%▲ 11.82%
▲ 5.93%▼ 2.41%▼ 5.21%
▲ 2.91%▲ 3.15%▲ 6.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SLNG
Stabilis Solutions
1.17%
▲ 6.44%
3
Open
Jan 18, 2025
DLNG
Dynagas LNG Partners
―
▼ 6.59%
2
Close
Jan 17, 2025
HIMX
Himax Technologies
1.48%
▲ 21.22%
1
Open
Jan 08, 2025
UMC
United Micro
―
▼ 2.42%
3
Close
Nov 11, 2024
PAA
Plains All American
―
▲ 68.21%
2
Close
Aug 29, 2024
FUJHY
Subaru
―
▲ 0.90%
3
Close
Aug 27, 2024
EC
Ecopetrol SA
―
▲ 63.87%
2
Close
Aug 12, 2024
GRNT
Granite Ridge Resources
―
▼ 0.99%
2
Close
Aug 12, 2024
CRGY
Crescent Energy Company Class A
―
▼ 11.07%
2
Close
Aug 12, 2024
LXP
LXP Industrial Trust
―
▲ 2.65%
2
Close
Jul 30, 2024
CAAP
Corporacion America Airports SA
―
▲ 64.84%
2
Close
Jul 27, 2024
TRTX
Tpg Re Finance
―
▼ 2.10%
2
Close
Jul 27, 2024
UNIT
Uniti Group
―
▲ 0.57%
2
Close
Jul 27, 2024
SAN
Banco Santander SA
―
▼ 7.60%
2
Close
Jun 29, 2024
IMMR
Immersion
―
▼ 4.73%
2
Close
Jun 29, 2024
KEY
KeyCorp
2.78%
▲ 27.15%
1
Open
Jun 29, 2024
CHRD
Chord Energy
―
▼ 1.96%
2
Close
Jun 08, 2024
ERF
Enerplus
―
▲ 33.41%
2
Close
Jun 03, 2024
PCRFF
Panasonic
―
▼ 7.15%
2
Close
May 29, 2024
SIRI
Sirius XM Holdings
―
▼ 13.09%
2
Close
May 29, 2024