Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #427,416 out of 766,026 TipRanks' Investors
Success Rate
37%
46 out of 123
profitable transactions
Average Return
5.51%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
65.16% BRK.B
3.66% AROC
3.07% KEY
2.95% PAGP
2.80% ET
22.36% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
75.18% Financial
16.81% Energy
3.91% Technology
2.35% Industrials
1.74% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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KMI
Kinder Morgan
$26.88
$0.47
(1.78%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$59.72B
63.50%
ET
Energy Transfer
$17.30
$0.213
(1.24%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$59.23B
31.66%
EPD
Enterprise Products Partners
$30.42
$0.17
(0.56%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.02B
17.09%
BRK.B
Berkshire Hathaway B
$463.41
$3.28
(0.71%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$999.72B
33.09%
ASX
ASE Technology Holding Co
$9.88
$0.27
(2.66%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$20.92B
20.78%
SOFI
SoFi Technologies
$13.01
$1.11
(9.33%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$14.12B
89.93%
UMC
United Micro
$7.16
$0.08
(1.1%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$18.12B
-6.53%
AM
Antero Midstream
$15.36
$0.03
(0.2%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$7.39B
22.88%
OBDC
Blue Owl Capital
$14.78
$0.05
(0.34%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$5.77B
3.07%
PAGP
Plains GP Holdings
$18.27
$0.55
(2.92%)
premium
0 Buy
1 Hold
2 Sell
Moderate Sell
premium
$14.07B
16.00%
AROC
Archrock
$22.62
$0.05
(0.22%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.98B
64.39%
NU
Nu Holdings
$15.23
$0.01
(0.07%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$72.80B
84.38%
RYCEY
Rolls-Royce
$7.27
$0.05
(0.68%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$60.78B
152.93%
RITM
Rithm Capital
$10.78
$0.11
(1.03%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.60B
10.22%
KEY
KeyCorp
$18.97
$0.19
(0.99%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$18.80B
73.24%