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Fernwood Investment Management’s First Trust Cloud Computing ETF SKYY Stock Holding History

Fernwood Investment Management’s Portfolio SKYY Stock Details SKYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$265K Sell
2,224
-95
-4% -$10.9K 0.09% 141
2024
Q3 		$237K Sell
2,319
-135
-6% -$13K 0.08% 166
2024
Q2 		$234K Sell
2,454
-235
-9% -$21.9K 0.07% 177
2024
Q1 		$257K Buy
2,689
+154
+6% +$14.2K 0.07% 176
2023
Q4 		$222K Sell
2,535
-630
-20% -$50.1K 0.07% 176
2023
Q3 		$240K Buy
3,165
+40
+1% +$3.12K 0.09% 167
2023
Q2 		$237K Sell
3,125
-695
-18% -$47.8K 0.08% 163
2023
Q1 		$256K Sell
3,820
-125
-3% -$7.87K 0.1% 154
2022
Q4 		$227K Hold
3,945
– – 0.09% 165
2022
Q3 		$238K Hold
3,945
– – 0.1% 155
2022
Q2 		$260K Sell
3,945
-464
-11% -$34.1K 0.11% 155
2022
Q1 		$399K Buy
4,409
+398
+10% +$35.8K 0.14% 140
2021
Q4 		$418K Sell
4,011
-206
-5% -$22.7K 0.14% 143
2021
Q3 		$444K Hold
4,217
– – 0.15% 139
2021
Q2 		$447K Hold
4,217
– – 0.15% 139
2021
Q1 		$404K Buy
4,217
+400
+10% +$40K 0.15% 136
2020
Q4 		$363K Sell
3,817
-655
-15% -$56.5K 0.14% 142
2020
Q3 		$351K Sell
4,472
-109
-2% -$8.46K 0.17% 126
2020
Q2 		$341K Buy
4,581
+116
+3% +$7.59K 0.17% 122
2020
Q1 		$243K Buy
4,465
+551
+14% +$33.5K 0.16% 126
2019
Q4 		$236K Buy
+3,914
New +$229K 0.11% 138

Other funds holding SKYY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fernwood Investment Management's SKYY Position: Q4 2024 in Review

Fernwood Investment Management reduced its First Trust Cloud Computing ETF (SKYY) stake by 4.1% in Q4 2024, selling an estimated $10.9K and leaving 2,224 shares worth $265K. The position accounts for 0.09% of the portfolio, ranked #141.

Fernwood Investment Management first reported a position in SKYY in Q4 2019 and has held it in 21 quarters since. The position peaked at $447K in Q2 2021. 418 funds tracked by Wall St. Rank hold SKYY as of Q4 2024.

  • Fernwood Investment Management held 2,224 shares of First Trust Cloud Computing ETF worth $265K as of Q4 2024.
  • Fernwood Investment Management sold 95 First Trust Cloud Computing ETF shares in Q4 2024, an estimated $10.9K.
  • First Trust Cloud Computing ETF made up 0.09% of Fernwood Investment Management's portfolio in Q4 2024, its #141 holding.
  • Fernwood Investment Management first reported a position in First Trust Cloud Computing ETF in Q4 2019 and has held it in 21 quarters since.
  • Fernwood Investment Management's First Trust Cloud Computing ETF position peaked at $447K in Q2 2021.
  • 418 funds tracked by Wall St. Rank held First Trust Cloud Computing ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.