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Amplius Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Amplius Wealth Advisors’s Portfolio FENY Stock Details FENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,204
Closed -$274K – 170
2023
Q1 		$274K Buy
12,204
+250
+2% +$5.82K 0.04% 133
2022
Q4 		$285K Buy
+11,954
New +$285K 0.05% 120

Other funds holding FENY

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Amplius Wealth Advisors's FENY Position: Q2 2023 in Review

Amplius Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 12,204 shares — an estimated $274K sold.

Amplius Wealth Advisors first reported a position in FENY in Q4 2022 and held it in 2 quarters. The position peaked at $285K in Q4 2022. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

  • Amplius Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
  • Amplius Wealth Advisors sold 12,204 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $274K.
  • Amplius Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 2 quarters.
  • Amplius Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $285K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on Amplius Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.