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Beacon Capital Management LLC (Tennessee)’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q4 		– Sell
-2,500
Closed -$60.2K – 1119
2024
Q3 		$60.2K Hold
2,500
– – 0.01% 290
2024
Q2 		$62.7K Hold
2,500
– – 0.01% 251
2024
Q1 		$64.7K Hold
2,500
– – 0.01% 247
2023
Q4 		$62.3K Buy
+2,500
New +$58.9K 0.02% 185

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Beacon Capital Management LLC (Tennessee)'s FENY Position: Q4 2024 in Review

Beacon Capital Management LLC (Tennessee) sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2024, closing a stake of 2,500 shares — an estimated $60.2K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FENY in Q4 2023 and held it in 4 quarters. The position peaked at $64.7K in Q1 2024. 223 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 2,500 Fidelity MSCI Energy Index ETF shares in Q4 2024, an estimated $60.2K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 4 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Fidelity MSCI Energy Index ETF position peaked at $64.7K in Q1 2024.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2024, filed 30 Jan 2025.