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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #408,744 out of 797,901 TipRanks' Investors
Success Rate
37%
50 out of 134
profitable transactions
Average Return
6.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.90%
6-Month Return▲ 7.66%
12-Month Return▲ 18.91%
YTD Return▲ 7.08%
Total Return▲ 23.22%

Best Trade

Opened at
Closed at-
Gain▲ 461.51%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.11%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 11.40%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.93%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 8.67%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 0.82%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.50%
Apr 2025
▼ 0.11%
▲ 2.20%
▲ 2.19%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.11%
▲ 25.97%▲ 5.96%▲ 11.40%
▲ 5.39%▼ 2.41%▼ 4.93%
▲ 6.00%▲ 2.69%▲ 8.67%
▼ 12.86%▼ 1.27%▼ 2.30%
▼ 1.80%▼ 5.57%▼ 0.82%
▲ 1.74%▼ 0.87%▼ 0.50%
▼ 0.11%▲ 2.20%▲ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lloyds Banking
0.54%
▼ 4.43%
3
Open
May 01, 2025
Enel Chile SA
▲ 18.84%
4
Close
Apr 08, 2025
thredUP
1.9%
▲ 49.83%
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
1.13%
▲ 33.17%
1
Open
Jan 31, 2025
Dynagas LNG Partners
▼ 6.60%
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
Uniti Group
▲ 0.57%
2
Close
Jul 27, 2024