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Atria Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-13,855
Closed -$334K – 1897
2024
Q3 		$334K Sell
13,855
-9,102
-40% -$224K ﹤0.01% 1566
2024
Q2 		$576K Buy
+22,957
New +$587K 0.01% 1230

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Atria Investments's FENY Position: Q4 2024 in Review

Atria Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2024, closing a stake of 13,855 shares — an estimated $334K sold.

Atria Investments first reported a position in FENY in Q2 2024 and held it in 2 quarters. The position peaked at $576K in Q2 2024. 225 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

  • Atria Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 13,855 Fidelity MSCI Energy Index ETF shares in Q4 2024, an estimated $334K.
  • Atria Investments first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 2 quarters.
  • Atria Investments's Fidelity MSCI Energy Index ETF position peaked at $576K in Q2 2024.
  • 225 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.