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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
63.37% BRK.B
4.58% AROC
3.37% PAGP
3.22% ET
2.93% EPD
22.53% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
73.04% Financial
19.87% Energy
3.03% Technology
2.28% Industrials
1.79% Real Estate

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
8y047ied
8y047ied
8y047ied
premium
8y047ied
premium
8y047ied
8y047ied
8y047ied
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6x4ksadytib
6x4ksadytib
premium
6x4ksadytib
premium
6x4ksadytib
6x4ksadytib
6x4ksadytib
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o8mzjw
o8mzjw
premium
o8mzjw
premium
o8mzjw
o8mzjw
o8mzjw
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premium
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premium
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uvp73lpog6
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6vbgn1zn8m
6vbgn1zn8m
6vbgn1zn8m
premium
6vbgn1zn8m
premium
6vbgn1zn8m
6vbgn1zn8m
6vbgn1zn8m
57psutewlmp
57psutewlmp
57psutewlmp
premium
57psutewlmp
premium
57psutewlmp
57psutewlmp
57psutewlmp
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urqrh6i2ywh
urqrh6i2ywh
premium
urqrh6i2ywh
premium
urqrh6i2ywh
urqrh6i2ywh
urqrh6i2ywh
jzf43wg30gb
jzf43wg30gb
jzf43wg30gb
premium
jzf43wg30gb
premium
jzf43wg30gb
jzf43wg30gb
jzf43wg30gb
hpanmqnsi2t
hpanmqnsi2t
hpanmqnsi2t
premium
hpanmqnsi2t
premium
hpanmqnsi2t
hpanmqnsi2t
hpanmqnsi2t
kftmlvqyyjs
kftmlvqyyjs
kftmlvqyyjs
premium
kftmlvqyyjs
premium
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kftmlvqyyjs
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KMI
Kinder Morgan
$28.05
$0.75
(2.75%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$61.01B
58.63%
ET
Energy Transfer
$20.94
$0.41
(2%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.68B
41.00%
EPD
Enterprise Products Partners
$33.82
$0.17
(0.51%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.07B
24.49%
BRK.B
Berkshire Hathaway B
$473.78
$4.52
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
21.21%
ASX
ASE Technology Holding Co
$10.10
$0.27
(2.75%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$23.37B
4.80%
SOFI
SoFi Technologies
$16.49
$0.5
(3.13%)
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$17.55B
90.36%
AM
Antero Midstream
$16.05
$0.39
(2.49%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$7.61B
26.49%
OBDC
Blue Owl Capital
$14.97
$0.035
(0.23%)
premium
5 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.68B
-0.73%
PAGP
Plains GP Holdings
$21.91
$0.01
(0.05%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$16.80B
32.70%
AROC
Archrock
$29.77
$0.91
(3.15%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.00B
71.99%
NU
Nu Holdings
$13.46
$0.91
(7.25%)
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
$11.60
$0.255
(2.25%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.93B
3.75%
KEY
KeyCorp
$18.09
$0.415
(2.35%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$19.53B
17.80%
SLNG
Stabilis Solutions
$7.49
$0.19
(2.6%)
premium
premium
$136.60M
55.65%
HIMX
Himax Technologies
$9.68
$0.14
(1.47%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.66B
64.20%