Atlas Private Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Atlas Private Wealth Management’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
2020 Q4	–	Sell	-151	Closed	-$1K	–	384
2020 Q3	$1K	Hold	151	–	–	﹤0.01%	378
2020 Q2	$1K	Hold	151	–	–	﹤0.01%	432
2020 Q1	$1K	Buy	151 +1	+0.7%	+$13	﹤0.01%	428
2019 Q4	$2K	Buy	+150	New	+$2.35K	﹤0.01%	430

Other funds holding FENY

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atlas Private Wealth Management's FENY Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2020, closing a stake of 151 shares — an estimated $1K sold.

Atlas Private Wealth Management first reported a position in FENY in Q4 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 108 funds tracked by Wall St. Rank hold FENY as of Q4 2020.

Atlas Private Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2020 after selling out during the quarter.
Atlas Private Wealth Management sold 151 Fidelity MSCI Energy Index ETF shares in Q4 2020, an estimated $1K.
Atlas Private Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $2K in Q4 2019.
108 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.