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	–	598
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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return