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

Beaird Harris 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
2024 Q3	–	Sell	-181	Closed	-$4.53K	–	588
2024 Q2	$4.53K	Buy	181 +2	+1%	+$51	﹤0.01%	458
2024 Q1	$4.64K	Buy	179 +1	+0.6%	+$24	﹤0.01%	395
2023 Q4	$4.1K	Buy	178 +1	+0.6%	+$24	﹤0.01%	402
2023 Q3	$4.4K	Buy	177 +2	+1%	+$48	﹤0.01%	314
2023 Q2	$3.89K	Buy	175 +1	+0.6%	+$22	﹤0.01%	337
2023 Q1	$3.9K	Buy	174 +2	+1%	+$47	﹤0.01%	336
2022 Q4	$4.11K	Buy	172 +1	+0.6%	+$24	﹤0.01%	455
2022 Q3	$3K	Buy	+171	New	+$3.55K	﹤0.01%	373
2022 Q2	–	Sell	-167	Closed	-$4K	–	477
2022 Q1	$4K	Buy	167 +1	+0.6%	+$19	﹤0.01%	450
2021 Q4	$3K	Buy	+166	New	+$2.58K	﹤0.01%	530

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beaird Harris Wealth Management's FENY Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 181 shares — an estimated $4.53K sold.

Beaird Harris Wealth Management first reported a position in FENY in Q4 2021 and held it in 10 quarters. The position peaked at $4.64K in Q1 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 181 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $4.53K.
Beaird Harris Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $4.64K in Q1 2024.
204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.