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Fidelity Stocks Owned - New Portfolio

Fidelity Stocks Owned
Individual Investor
Ranked #321,332 out of 730,435 TipRanks' Investors
Success Rate
38%
43 out of 112
profitable transactions
Average Return
2.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
56.61% BRK.B
3.32% ERF
3.24% AROC
3.02% PAGP
2.88% PAA
30.93% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
62.22% Financial
24.83% Energy
4.39% Industrials
4.14% Technology
2.61% Consumer Cyclical
1.81% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PAA
Plains All American
$17.89
$0.18
(1%)
$18.88
(5.53% Upside)
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$12.65B
49.59%
KMI
Kinder Morgan
$18.73
$0.075
(0.4%)
$20.18
(7.77% Upside)
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$41.64B
16.70%
ET
Energy Transfer
$15.95
$0.005
(0.03%)
$18.44
(15.65% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$53.55B
39.21%
EPD
Enterprise Products Partners
$29.07
$0.135
(0.47%)
$33.09
(13.85% Upside)
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$62.68B
17.08%
BRK.B
Berkshire Hathaway B
$403.20
$1.71
(0.42%)
$443.00
(9.87% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$882.62B
26.32%
ASX
ASE Technology Holding Co
$10.12
$0.035
(0.34%)
premium
$19.23B
57.12%
EC
Ecopetrol SA
$11.84
$0.195
(1.68%)
$10.63
(-10.18% Downside)
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$23.95B
53.76%
ERF
Enerplus
$20.57
$0.125
(0.61%)
$17.92
(-12.86% Downside)
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$4.13B
44.25%
SOFI
SoFi Technologies
$7.82
$0.225
(2.96%)
$9.06
(15.93% Upside)
5 Buy
10 Hold
3 Sell
Hold
premium
$8.01B
32.17%
CPG
Crescent Point Energy
$9.04
$0.045
(0.5%)
$10.77
(19.07% Upside)
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.49B
32.16%