Coppell Advisory Solutions Corp’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Coppell Advisory Solutions Corp’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 Q1	$252K	Buy	+9,734	New	+$229K	0.05%	218

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Coppell Advisory Solutions Corp's FENY Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Fidelity MSCI Energy Index ETF (FENY) in Q1 2024: 9,734 shares worth $252K. The stake represents 0.05% of the portfolio and ranks #218 among its holdings.

209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

Coppell Advisory Solutions Corp held 9,734 shares of Fidelity MSCI Energy Index ETF worth $252K as of Q1 2024.
Fidelity MSCI Energy Index ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
Fidelity MSCI Energy Index ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #218 holding.
209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.