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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #431,252 out of 775,923 TipRanks' Investors
Success Rate
37%
46 out of 123
profitable transactions
Average Return
5.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
66.25% BRK.B
4.12% AROC
3.17% ET
3.06% PAGP
2.92% EPD
20.48% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
75.99% Financial
18.04% Energy
2.44% Industrials
1.84% Real Estate
1.68% Technology

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KMI
Kinder Morgan
$26.85
$0.61
(2.32%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$59.65B
51.52%
ET
Energy Transfer
$18.86
$0.59
(3.23%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$64.58B
37.06%
EPD
Enterprise Products Partners
$30.99
$0.46
(1.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$67.17B
18.83%
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(0.86%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$978.78B
27.13%
ASX
ASE Technology Holding Co
$10.00
$0.09
(0.91%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$20.94B
9.17%
SOFI
SoFi Technologies
$15.35
$0.32
(2.13%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$16.66B
58.08%
AM
Antero Midstream
$15.01
$0.48
(3.3%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$7.22B
19.03%
OBDC
Blue Owl Capital
$15.19
$0.03
(0.2%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$5.93B
0.93%
PAGP
Plains GP Holdings
$18.20
$0.12
(0.66%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$14.06B
14.46%
AROC
Archrock
$24.55
$0.52
(2.16%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.30B
58.28%
NU
Nu Holdings
$10.38
$0.05
(0.48%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$49.30B
26.28%
RYCEY
Rolls-Royce
$7.27
$0.01
(0.14%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$61.50B
87.67%
RITM
Rithm Capital
$10.94
$0.27
(2.53%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.69B
-0.81%
KEY
KeyCorp
$17.09
$0.28
(1.67%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$16.94B
19.59%