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Crewe Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Crewe Advisors’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
Q4 		– Sell
-46
Closed -$1.15K – 518
2023
Q3 		$1.15K Hold
46
– – ﹤0.01% 353
2023
Q2 		$1.02K Buy
+46
New +$1.02K ﹤0.01% 581

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Crewe Advisors's FENY Position: Q4 2023 in Review

Crewe Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2023, closing a stake of 46 shares — an estimated $1.15K sold.

Crewe Advisors first reported a position in FENY in Q2 2023 and held it in 2 quarters. The position peaked at $1.15K in Q3 2023. 198 funds tracked by Wall St. Rank hold FENY as of Q4 2023.

  • Crewe Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 46 Fidelity MSCI Energy Index ETF shares in Q4 2023, an estimated $1.15K.
  • Crewe Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's Fidelity MSCI Energy Index ETF position peaked at $1.15K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.