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Camelot Portfolios’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Camelot Portfolios’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
-29
Closed -$739 – 286
2024
Q2 		$739 Buy
+29
New +$742 ﹤0.01% 566

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 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

Camelot Portfolios's FENY Position: Q3 2024 in Review

Camelot Portfolios sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 29 shares — an estimated $739 sold.

Camelot Portfolios first reported a position in FENY in Q2 2024 and held it in 1 quarter. The position peaked at $739 in Q2 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Camelot Portfolios reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 29 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $739.
  • Camelot Portfolios first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 1 quarter.
  • Camelot Portfolios's Fidelity MSCI Energy Index ETF position peaked at $739 in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.