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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #391,002 out of 746,321 TipRanks' Investors
Success Rate
39%
47 out of 120
profitable transactions
Average Return
4.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.50%
6-Month Return▲ 15.67%
12-Month Return▲ 14.63%
YTD Return▲ 12.41%
Total Return▲ 5.36%

Best Trade

Opened at
Closed at-
Gain▲ 211.25%

Bio

Performance

28.20%0-28.20%
▲ 5.14%
▲ 4.57%
▲ 1.80%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.32%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.06%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.41%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.52%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.77%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.86%
Jun 2024
▲ 28.20%
▲ 3.18%
▲ 3.49%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 1.80%
▼ 1.87%▲ 1.59%▼ 1.32%
▲ 14.08%▲ 5.22%▲ 4.06%
▲ 5.05%▲ 3.27%▲ 4.41%
▼ 12.40%▼ 4.03%▼ 1.52%
▲ 11.46%▲ 5.06%▲ 3.77%
▼ 2.25%▲ 3.53%▼ 0.86%
▲ 28.20%▲ 3.18%▲ 3.49%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Banco Santander SA
▼ 7.59%
2
Close
Jun 29, 2024
Immersion
▼ 4.73%
2
Close
Jun 29, 2024
KeyCorp
2.39%
▲ 9.00%
1
Open
Jun 29, 2024
Crescent Energy Company Class A
1.85%
▲ 2.46%
1
Open
Jun 12, 2024
Chord Energy
▼ 1.96%
2
Close
Jun 08, 2024
Enerplus
▲ 33.41%
2
Close
Jun 03, 2024
Panasonic
▼ 7.15%
2
Close
May 29, 2024
Sirius XM Holdings
▼ 13.07%
2
Close
May 29, 2024
Veren
▲ 13.20%
4
Close
May 16, 2024
Granite Ridge Resources
1.05%
▲ 10.97%
1
Open
May 16, 2024
Panasonic
▲ 5.59%
2
Close
Apr 01, 2024
SoundHound AI, Inc Class A
▼ 15.44%
2
Close
Mar 25, 2024
Enel Chile SA
▲ 47.87%
2
Close
Mar 12, 2024
Nordic American Tanker
▲ 11.68%
2
Close
Mar 11, 2024
Imperial Petroleum, Inc.
▲ 15.24%
2
Close
Mar 11, 2024
Vaalco Energy
▼ 13.06%
4
Close
Mar 04, 2024
StealthGas
▼ 8.68%
2
Close
Mar 04, 2024
Telefonica
▼ 1.75%
2
Close
Feb 08, 2024
Star Equity Holdings
▼ 13.96%
2
Close
Feb 08, 2024
Northern Dynasty Minerals
▼ 37.25%
2
Close
Feb 08, 2024