FIM
FENI icon

Fernwood Investment Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Fernwood Investment Management’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-33
Closed -$950 – 366
2024
Q1 		$950 Buy
+33
New +$899 ﹤0.01% 687

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $179M AUM 24.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $270M AUM

Fernwood Investment Management's FENI Position: Q2 2024 in Review

Fernwood Investment Management sold out of Fidelity Enhanced International ETF (FENI) in Q2 2024, closing a stake of 33 shares — an estimated $950 sold.

Fernwood Investment Management first reported a position in FENI in Q1 2024 and held it in 1 quarter. The position peaked at $950 in Q1 2024. 111 funds tracked by Wall St. Rank hold FENI as of Q2 2024.

  • Fernwood Investment Management reported no remaining Fidelity Enhanced International ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 33 Fidelity Enhanced International ETF shares in Q2 2024, an estimated $950.
  • Fernwood Investment Management first reported a position in Fidelity Enhanced International ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Fidelity Enhanced International ETF position peaked at $950 in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.