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Axiom Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Axiom Advisory’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
Q3 		$481K Buy
19,594
+463
+2% +$11.4K ﹤0.01% 225
2024
Q2 		$489K Buy
+19,131
New +$489K 0.01% 223

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Advisory's FENY Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity MSCI Energy Index ETF (FENY) stake by 2.4% in Q3 2024, buying an estimated $11.4K and bringing the position to 19,594 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Axiom Advisory first reported a position in FENY in Q2 2024 and has held it in 2 quarters since. The position peaked at $489K in Q2 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Axiom Advisory held 19,594 shares of Fidelity MSCI Energy Index ETF worth $481K as of Q3 2024.
  • Axiom Advisory bought 463 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $11.4K.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #225 holding.
  • Axiom Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and has held it in 2 quarters since.
  • Axiom Advisory's Fidelity MSCI Energy Index ETF position peaked at $489K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.