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

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 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

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

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

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

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

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

Beaumont Capital Management's FENY Position: Q1 2023 in Review

Beaumont Capital Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2023, closing a stake of 11,011 shares — an estimated $263K sold.

Beaumont Capital Management first reported a position in FENY in Q2 2021 and held it in 4 quarters. The position peaked at $368K in Q2 2022. 190 funds tracked by Wall St. Rank hold FENY as of Q1 2023.

Beaumont Capital Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2023 after selling out during the quarter.
Beaumont Capital Management sold 11,011 Fidelity MSCI Energy Index ETF shares in Q1 2023, an estimated $263K.
Beaumont Capital Management first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and held it in 4 quarters.
Beaumont Capital Management's Fidelity MSCI Energy Index ETF position peaked at $368K in Q2 2022.
190 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2023.

Based on Beaumont Capital Management's 13F filing for Q1 2023, filed 11 May 2023.