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Fidelity Stocks Owned - New Portfolio

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:

Allocation

Top Stocks
63.22% BRK.B
4.61% AROC
3.40% PAGP
3.24% ET
2.93% EPD
22.60% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
72.90% Financial
20.00% Energy
3.04% Technology
2.27% Industrials
1.78% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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KMI
Kinder Morgan
$28.10
$0.8
(2.93%)
After
0.25%
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$61.01B
58.63%
ET
Energy Transfer
$21.08
$0.55
(2.68%)
After
0.28%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.68B
41.00%
EPD
Enterprise Products Partners
$34.04
$0.39
(1.16%)
After
0.11%
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.07B
24.49%
BRK.B
Berkshire Hathaway B
$472.35
$3.09
(0.66%)
After
0.01%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
21.21%
ASX
ASE Technology Holding Co
$10.08
$0.25
(2.54%)
After
0.02%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$23.37B
4.80%
SOFI
SoFi Technologies
$16.44
$0.45
(2.81%)
After
0%
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$17.55B
90.36%
AM
Antero Midstream
$16.25
$0.59
(3.77%)
After
0.31%
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$7.61B
26.49%
OBDC
Blue Owl Capital
$15.05
$0.11
(0.74%)
After
0%
premium
5 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.68B
-0.73%
PAGP
Plains GP Holdings
$22.13
$0.235
(1.07%)
After
1.67%
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$16.80B
32.70%
AROC
Archrock
$29.99
$1.13
(3.92%)
After
0%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.00B
71.99%
NU
Nu Holdings
$13.44
$0.89
(7.09%)
After
0.45%
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$60.03B
42.94%
RYCEY
Rolls-Royce
$7.38
$0.17
(2.36%)
premium
premium
$61.71B
86.76%
RITM
Rithm Capital
$11.56
$0.22
(1.94%)
After
0.09%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.93B
3.75%
KEY
KeyCorp
$18.03
$0.36
(2.04%)
After
1.05%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$19.53B
17.80%
SLNG
Stabilis Solutions
$7.48
$0.18
(2.47%)
After
4.81%
premium
premium
$136.60M
55.65%
HIMX
Himax Technologies
$9.71
$0.17
(1.78%)
After
0.51%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.66B
64.20%