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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #396,350 out of 746,803 TipRanks' Investors
Success Rate
39%
47 out of 120
profitable transactions
Average Return
4.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
57.04% BRK.B
3.45% AROC
2.94% PAGP
2.80% PAA
2.58% CAAP
31.19% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
64.93% Financial
22.36% Energy
4.35% Industrials
4.23% Technology
2.40% Consumer Cyclical
1.72% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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PAA
Plains All American
$18.77
$0.09
(0.48%)
Pre
0.05%
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$13.16B
40.18%
KMI
Kinder Morgan
$20.24
$0.07
(0.35%)
Pre
0.05%
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$44.92B
26.11%
ET
Energy Transfer
$16.36
$0.03
(0.18%)
Pre
0.12%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.16B
38.20%
EPD
Enterprise Products Partners
$29.61
$0.01
(0.03%)
Pre
0.03%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.30B
19.54%
BRK.B
Berkshire Hathaway B
$438.90
$4.48
(1.03%)
Pre
0.62%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$947.06B
27.49%
ASX
ASE Technology Holding Co
$11.80
$0.05
(0.43%)
Pre
0.59%
premium
premium
$23.71B
45.86%
EC
Ecopetrol SA
$11.01
$0.16
(1.43%)
Pre
0.27%
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$22.62B
37.11%
SOFI
SoFi Technologies
$7.75
$0.42
(5.73%)
Pre
3.23%
premium
4 Buy
9 Hold
3 Sell
Hold
premium
$8.19B
-22.68%
UMC
United Micro
$8.27
$0.08
(0.98%)
Pre
0.73%
premium
premium
$20.36B
8.39%
AM
Antero Midstream
$14.70
$0.1
(0.68%)
Pre
0.27%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.07B
34.56%
CAAP
Corporacion America Airports SA
$17.30
$0.21
(1.23%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.78B
26.69%
OBDC
Blue Owl Capital
$15.51
$0.14
(0.89%)
Pre
0.58%
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$6.04B
25.00%
PAGP
Plains GP Holdings
$19.66
$0.08
(0.41%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$15.14B
38.84%
AROC
Archrock
$23.09
$0.54
(2.39%)
Pre
0.48%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.61B
135.37%
NU
Nu Holdings
$13.58
$0.24
(1.8%)
Pre
1.4%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$64.93B
69.50%
RYCEY
Rolls-Royce
$5.92
$0.16
(2.78%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$50.64B
210.99%
FUJHY
Subaru
$10.73
$0.07
(0.65%)
premium
premium
$16.04B
20.72%
RITM
Rithm Capital
$11.50
$0.26
(2.31%)
Pre
0.26%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$5.56B
29.94%
GRNT
Granite Ridge Resources
$7.00
$0.05
(0.71%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$915.21M
7.80%
CRGY
Crescent Energy Company Class A
$12.40
$0.1
(0.8%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.20B
19.05%
KEY
KeyCorp
$15.99
$0.49
(3.16%)
Pre
0.56%
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$15.08B
60.79%