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Bartlett & Co Wealth Management’s Fidelity Clean Energy ETF FRNW Stock Holding History

Bartlett & Co Wealth Management’s Portfolio FRNW Stock Details FRNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-43
Closed -$579 – 1244
2024
Q4 		$579 Hold
43
– – ﹤0.01% 1090
2024
Q3 		$694 Buy
+43
New +$651 ﹤0.01% 1085

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Bartlett & Co Wealth Management's FRNW Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Fidelity Clean Energy ETF (FRNW) in Q1 2025, closing a stake of 43 shares — an estimated $579 sold.

Bartlett & Co Wealth Management first reported a position in FRNW in Q3 2024 and held it in 2 quarters. The position peaked at $694 in Q3 2024. 12 funds tracked by Wall St. Rank hold FRNW as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Fidelity Clean Energy ETF position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 43 Fidelity Clean Energy ETF shares in Q1 2025, an estimated $579.
  • Bartlett & Co Wealth Management first reported a position in Fidelity Clean Energy ETF in Q3 2024 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Fidelity Clean Energy ETF position peaked at $694 in Q3 2024.
  • 12 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.