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B. Riley Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

B. Riley 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
2024
Q2 		– Sell
-13,819
Closed -$344K – 1467
2024
Q1 		$344K Buy
13,819
+305
+2% +$7.18K 0.01% 977
2023
Q4 		$311K Sell
13,514
-305
-2% -$7.18K 0.01% 1035
2023
Q3 		$344K Buy
13,819
+24
+0.2% +$577 0.01% 977
2023
Q2 		$306K Buy
13,795
+210
+2% +$4.64K 0.01% 1112
2023
Q1 		$305K Sell
13,585
-567
-4% -$13.2K 0.01% 1062
2022
Q4 		$337K Buy
14,152
+151
+1% +$3.6K 0.01% 982
2022
Q3 		$279K Buy
14,001
+352
+3% +$7.3K 0.01% 1046
2022
Q2 		$265K Buy
13,649
+2,457
+22% +$53.7K 0.01% 930
2022
Q1 		$235K Buy
+11,192
New +$210K 0.01% 1136

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's FENY Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2024, closing a stake of 13,819 shares — an estimated $344K sold.

B. Riley Wealth Advisors first reported a position in FENY in Q1 2022 and held it in 9 quarters. The position peaked at $344K in Q1 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2024.

  • B. Riley Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2024 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,819 Fidelity MSCI Energy Index ETF shares in Q2 2024, an estimated $344K.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 9 quarters.
  • B. Riley Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $344K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.