CWC
FENI icon

Carolinas Wealth Consulting’s Fidelity Enhanced International ETF FENI Stock Holding History

Carolinas Wealth Consulting’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-300
Closed -$7.95K – 1083
2023
Q4 		$7.95K Buy
+300
New +$7.68K ﹤0.01% 568

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Carolinas Wealth Consulting's FENI Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Fidelity Enhanced International ETF (FENI) in Q1 2024, closing a stake of 300 shares — an estimated $7.95K sold.

Carolinas Wealth Consulting first reported a position in FENI in Q4 2023 and held it in 1 quarter. The position peaked at $7.95K in Q4 2023. 102 funds tracked by Wall St. Rank hold FENI as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Fidelity Enhanced International ETF position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 300 Fidelity Enhanced International ETF shares in Q1 2024, an estimated $7.95K.
  • Carolinas Wealth Consulting first reported a position in Fidelity Enhanced International ETF in Q4 2023 and held it in 1 quarter.
  • Carolinas Wealth Consulting's Fidelity Enhanced International ETF position peaked at $7.95K in Q4 2023.
  • 102 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.