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

Axxcess 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
2023
Q1 		– Sell
-8,505
Closed -$203K – 655
2022
Q4 		$203K Buy
+8,505
New +$203K 0.02% 563
2022
Q2 		– Sell
-19,243
Closed -$403K – 582
2022
Q1 		$403K Buy
+19,243
New +$362K 0.03% 406

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Axxcess Wealth Management's FENY Position: Q1 2023 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2023, closing a stake of 8,505 shares — an estimated $203K sold.

Axxcess Wealth Management first reported a position in FENY in Q1 2022 and held it in 2 quarters. The position peaked at $403K in Q1 2022. 190 funds tracked by Wall St. Rank hold FENY as of Q1 2023.

  • Axxcess Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,505 Fidelity MSCI Energy Index ETF shares in Q1 2023, an estimated $203K.
  • Axxcess Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 2 quarters.
  • Axxcess Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $403K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.