West Hill Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History

West Hill Financial Advisors, Inc.

$445 Million
Q3 2024

A detailed history of West Hill Financial Advisors, Inc. transactions in Fidelity Merrimack Str Tr Tota stock. As of the latest transaction made, West Hill Financial Advisors, Inc. holds 662,515 shares of FBND stock, worth $30.2 Million. This represents 6.96% of its overall portfolio holdings.

Number of Shares

662,515

Previous 627,321 5.61%

Holding current value

$30.2 Million

Previous $28.2 Million 9.86%

% of portfolio

6.96%

Previous 6.84%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$44.65 - $47.21 $1.57 Million - $1.66 Million	35,194 Added 5.61%	662,515 $31 Million
Q2 2024 Jul 19, 2024	BUY	$44.06 - $45.49 $320,844 - $331,258	7,282 Added 1.17%	627,321 $28.2 Million
Q1 2024 Apr 24, 2024	BUY	$44.85 - $46.02 $1.92 Million - $1.97 Million	42,756 Added 7.41%	620,039 $28.1 Million
Q4 2023 Jan 31, 2024	BUY	$42.52 - $46.2 $139,890 - $151,998	3,290 Added 0.57%	577,283 $26.6 Million
Q3 2023 Nov 13, 2023	BUY	$43.43 - $45.7 $1.31 Million - $1.38 Million	30,151 Added 5.54%	573,993 $25 Million
Q2 2023 Aug 10, 2023	BUY	$45.08 - $46.43 $432,362 - $445,310	9,591 Added 1.8%	543,842 $24.7 Million
Q1 2023 May 11, 2023	BUY	$44.84 - $46.8 $1.44 Million - $1.5 Million	32,147 Added 6.4%	534,251 $24.6 Million
Q4 2022 Feb 14, 2023	SELL	$43.44 - $46.25 $95,350 - $101,518	-2,195 Reduced 0.44%	502,104 $22.6 Million
Q3 2022 Nov 14, 2022	BUY	$44.28 - $48.06 $470,209 - $510,349	10,619 Added 2.15%	504,299 $22.4 Million
Q2 2022 Jul 29, 2022	SELL	$45.82 - $49.76 $314,004 - $341,005	-6,853 Reduced 1.37%	493,680 $23 Million
Q1 2022 Apr 27, 2022	BUY	$49.44 - $52.65 $13 Million - $13.8 Million	262,876 Added 110.61%	500,533 $24.9 Million
Q4 2021 Feb 14, 2022	BUY	$52.72 - $53.5 $138,969 - $141,026	2,636 Added 1.12%	237,657 $12.6 Million
Q3 2021 Oct 13, 2021	BUY	$53.1 - $53.89 $1.43 Million - $1.46 Million	27,007 Added 12.98%	235,021 $12.5 Million
Q1 2021 Oct 13, 2021	BUY	$52.24 - $54.18 $10.9 Million - $11.3 Million	208,014 New	208,014 $10.9 Million

Others Institutions Holding FBND

# of Institutions

537

Shares Held

175M

Call Options Held

3.1K

Put Options Held

5.4K

View Full List

About FIDELITY MERRIMACK STR TR TOTA

Ticker FBND
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West Hill Financial Advisors, Inc. Fidelity Merrimack Str Tr Tota Transaction History