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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #443,978 out of 803,756 TipRanks' Investors
Success Rate
38%
51 out of 135
profitable transactions
Average Return
9.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.98%
6-Month Return▲ 18.27%
12-Month Return▲ 36.41%
YTD Return▲ 21.02%
Total Return▲ 39.25%

Best Trade

Opened at
Closed at-
Gain▲ 535.05%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 11.40%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 8.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.82%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.68%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 14.52%
May 2025
▲ 3.71%
▲ 1.29%
▲ 1.04%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 11.40%
▲ 5.10%▼ 2.41%▼ 4.93%
▲ 6.03%▲ 2.69%▲ 8.67%
▼ 12.86%▼ 1.27%▼ 2.30%
▼ 1.80%▼ 5.57%▼ 0.82%
▲ 1.83%▼ 0.87%▼ 0.68%
▲ 12.21%▲ 6.28%▲ 14.52%
▲ 3.71%▲ 1.29%▲ 1.04%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cricut Inc
0.91%
▼ 0.95%
1
Open
May 31, 2025
Lloyds Banking
0.61%
▲ 1.42%
3
Open
May 01, 2025
Enel Chile SA
▲ 18.84%
4
Close
Apr 08, 2025
thredUP
3.2%
▲ 147.46%
1
Open
Apr 08, 2025
Himax Technologies
▼ 4.83%
2
Close
Apr 02, 2025
Stabilis Solutions
▼ 9.91%
4
Close
Mar 04, 2025
Kolibri Global Energy
▼ 0.12%
2
Close
Mar 04, 2025
Global Self Storage
▲ 0.81%
2
Close
Feb 19, 2025
CareCloud
▼ 11.47%
2
Close
Feb 19, 2025
D-Wave Quantum
2.21%
▲ 155.39%
1
Open
Jan 31, 2025
Dynagas LNG Partners
▼ 6.59%
2
Close
Jan 17, 2025
United Micro
▼ 2.42%
3
Close
Nov 11, 2024
Plains All American
▲ 68.21%
2
Close
Aug 29, 2024
Subaru
▲ 0.90%
3
Close
Aug 27, 2024
Ecopetrol SA
▲ 63.18%
2
Close
Aug 12, 2024
Granite Ridge Resources
▼ 1.00%
2
Close
Aug 12, 2024
Crescent Energy Company Class A
▼ 11.07%
2
Close
Aug 12, 2024
LXP Industrial Trust
▲ 2.65%
2
Close
Jul 30, 2024
Corporacion America Airports SA
▲ 64.84%
2
Close
Jul 27, 2024
Tpg Re Finance
▼ 2.11%
2
Close
Jul 27, 2024