CWM
FENY icon

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

Centurion 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
2023
Q1 		– Sell
-10,119
Closed -$241K – 155
2022
Q4 		$241K Buy
+10,119
New +$241K 0.14% 126

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Centurion Wealth Management's FENY Position: Q1 2023 in Review

Centurion Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2023, closing a stake of 10,119 shares — an estimated $241K sold.

Centurion Wealth Management first reported a position in FENY in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 190 funds tracked by Wall St. Rank hold FENY as of Q1 2023.

  • Centurion Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2023 after selling out during the quarter.
  • Centurion Wealth Management sold 10,119 Fidelity MSCI Energy Index ETF shares in Q1 2023, an estimated $241K.
  • Centurion Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 1 quarter.
  • Centurion Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $241K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2023.

Based on Centurion Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.