Beaumont Capital Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Beaumont Capital 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
2023 Q1	–	Sell	-11,011	Closed	-$263K	–	39
2022 Q4	$263K	Buy	+11,011	New	+$263K	0.18%	39
2022 Q3	–	Sell	-18,984	Closed	-$368K	–	38
2022 Q2	$368K	Buy	+18,984	New	+$415K	0.3%	28
2022 Q1	–	Sell	-12,863	Closed	-$195K	–	43
2021 Q4	$195K	Buy	+12,863	New	+$200K	0.11%	45
2021 Q3	–	Sell	-12,677	Closed	-$186K	–	43
2021 Q2	$186K	Buy	+12,677	New	+$179K	0.18%	29

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

HighTower Advisors

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return