Cerity Partners
FENY icon

Cerity Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Cerity Partners’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
Q4 		– Sell
-19,570
Closed -$471K – 2487
2024
Q3 		$471K Buy
19,570
+369
+2% +$9.07K ﹤0.01% 1807
2024
Q2 		$482K Sell
19,201
-36
-0.2% -$921 ﹤0.01% 1558
2024
Q1 		$498K Buy
19,237
+130
+0.7% +$3.06K ﹤0.01% 1599
2023
Q4 		$440K Buy
+19,107
New +$450K ﹤0.01% 1329
2023
Q3 		– Sell
-19,719
Closed -$437K – 1496
2023
Q2 		$437K Sell
19,719
-2,455
-11% -$54.2K ﹤0.01% 1240
2023
Q1 		$498K Buy
22,174
+175
+0.8% +$4.07K ﹤0.01% 1290
2022
Q4 		$524K Buy
21,999
+3,643
+20% +$86.9K ﹤0.01% 930
2022
Q3 		$365K Buy
18,356
+494
+3% +$10.2K ﹤0.01% 824
2022
Q2 		$347K Buy
+17,862
New +$390K ﹤0.01% 858

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return