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Fidelity Stocks Owned - New Portfolio

PerformancePortfolio Details

Fidelity Stocks Owned
Individual Investor
Ranked #426,231 out of 769,002 TipRanks' Investors
Success Rate
37%
46 out of 123
profitable transactions
Average Return
5.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.72%
6-Month Return▲ 11.17%
12-Month Return▲ 24.94%
YTD Return▲ 21.30%
Total Return▲ 13.70%

Best Trade

AssetRolls-Royce (RYCEY)
Opened at
Closed at-
Gain▲ 255.09%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.77%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.83%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 1.57%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.66%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 1.71%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.27%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 7.59%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 3.77%
▼ 2.25%▲ 3.53%▼ 0.83%
▲ 25.72%▲ 1.21%▲ 1.57%
▼ 4.22%▲ 2.34%▲ 3.66%
▲ 7.82%▲ 2.10%▼ 1.71%
▲ 5.70%▼ 0.89%▲ 0.27%
▲ 23.63%▲ 3.84%▲ 7.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
―
▼ 4.74%
2
Close
Jun 29, 2024
KEY
KeyCorp
3.1%
▲ 35.39%
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
VRN
Veren
―
▲ 13.20%
4
Close
May 16, 2024
PCRFY
Panasonic
―
▲ 5.59%
2
Close
Apr 01, 2024
SOUN
SoundHound AI, Inc Class A
―
▼ 15.44%
2
Close
Mar 25, 2024