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Baldwin Wealth Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Baldwin Wealth Partners’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 		– Sell
-2,820
Closed -$70.8K – 1115
2024
Q2 		$70.8K Buy
+2,820
New +$72.1K 0.01% 298

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Northwestern Mutual Wealth Management
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YC
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AM
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KAS
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Baldwin Wealth Partners's FENY Position: Q3 2024 in Review

Baldwin Wealth Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 2,820 shares — an estimated $70.8K sold.

Baldwin Wealth Partners first reported a position in FENY in Q2 2024 and held it in 1 quarter. The position peaked at $70.8K in Q2 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Baldwin Wealth Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,820 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $70.8K.
  • Baldwin Wealth Partners first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Fidelity MSCI Energy Index ETF position peaked at $70.8K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Baldwin Wealth Partners's 13F filing for Q3 2024, filed 16 Oct 2024.