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

Belmont Capital’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
Q2 		– Sell
-1,162
Closed -$30.1K – 210
2024
Q1 		$30.1K Buy
1,162
+8
+0.7% +$188 0.01% 136
2023
Q4 		$26.6K Buy
1,154
+2
+0.2% +$47 0.01% 116
2023
Q3 		$28.7K Buy
1,152
+1
+0.1% +$24 0.02% 113
2023
Q2 		$25.5K Buy
+1,151
New +$25.4K 0.01% 89

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Belmont Capital's FENY Position: Q2 2024 in Review

Belmont Capital sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2024, closing a stake of 1,162 shares — an estimated $30.1K sold.

Belmont Capital first reported a position in FENY in Q2 2023 and held it in 4 quarters. The position peaked at $30.1K in Q1 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q2 2024.

  • Belmont Capital reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2024 after selling out during the quarter.
  • Belmont Capital sold 1,162 Fidelity MSCI Energy Index ETF shares in Q2 2024, an estimated $30.1K.
  • Belmont Capital first reported a position in Fidelity MSCI Energy Index ETF in Q2 2023 and held it in 4 quarters.
  • Belmont Capital's Fidelity MSCI Energy Index ETF position peaked at $30.1K in Q1 2024.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2024.

Based on Belmont Capital's 13F filing for Q2 2024, filed 13 Aug 2024.