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

BerganKDV 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
2022 Q2	–	Sell	-71	Closed	-$1K	–	995
2022 Q1	$1K	Buy	+71	New	+$1.33K	﹤0.01%	917
2020 Q4	–	Sell	-18	Closed	–	–	965
2020 Q3	$0	Buy	18 +2	+13%	+$19	﹤0.01%	934
2020 Q2	$0	Hold	16	–	–	﹤0.01%	999
2020 Q1	$0	Buy	16 +2	+14%	+$25	﹤0.01%	943
2019 Q4	$0	Buy	14 +1	+8%	+$16	﹤0.01%	944
2019 Q3	$0	Buy	13 +4	+44%	+$65	﹤0.01%	703
2019 Q2	$0	Hold	9	–	–	﹤0.01%	742
2019 Q1	$0	Hold	9	–	–	﹤0.01%	735
2018 Q4	$0	Buy	+9	New	+$167	﹤0.01%	699

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

BerganKDV Wealth Management's FENY Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2022, closing a stake of 71 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FENY in Q4 2018 and held it in 9 quarters. The position peaked at $1K in Q1 2022. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 71 Fidelity MSCI Energy Index ETF shares in Q2 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and held it in 9 quarters.
BerganKDV Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $1K in Q1 2022.
177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.