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Empirical Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Empirical Asset 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
2022
Q2 		– Sell
-35,637
Closed -$746K – 162
2022
Q1 		$746K Buy
+35,637
New +$670K 0.71% 46

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Northwestern Mutual Wealth Management
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Empirical Asset Management's FENY Position: Q2 2022 in Review

Empirical Asset Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2022, closing a stake of 35,637 shares — an estimated $746K sold.

Empirical Asset Management first reported a position in FENY in Q1 2022 and held it in 1 quarter. The position peaked at $746K in Q1 2022. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

  • Empirical Asset Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2022 after selling out during the quarter.
  • Empirical Asset Management sold 35,637 Fidelity MSCI Energy Index ETF shares in Q2 2022, an estimated $746K.
  • Empirical Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 1 quarter.
  • Empirical Asset Management's Fidelity MSCI Energy Index ETF position peaked at $746K in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on Empirical Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.