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FENY icon

FourThought Financial’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

FourThought Financial’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
Q1 		– Sell
-260
Closed -$4K – 1495
2021
Q4 		$4K Hold
260
– – ﹤0.01% 1252
2021
Q3 		$3K Hold
260
– – ﹤0.01% 1304
2021
Q2 		$3K Hold
260
– – ﹤0.01% 1300
2021
Q1 		$3K Buy
+260
New +$3.24K ﹤0.01% 1245

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Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
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

FourThought Financial's FENY Position: Q1 2022 in Review

FourThought Financial sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2022, closing a stake of 260 shares — an estimated $4K sold.

FourThought Financial first reported a position in FENY in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 170 funds tracked by Wall St. Rank hold FENY as of Q1 2022.

  • FourThought Financial reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2022 after selling out during the quarter.
  • FourThought Financial sold 260 Fidelity MSCI Energy Index ETF shares in Q1 2022, an estimated $4K.
  • FourThought Financial first reported a position in Fidelity MSCI Energy Index ETF in Q1 2021 and held it in 4 quarters.
  • FourThought Financial's Fidelity MSCI Energy Index ETF position peaked at $4K in Q4 2021.
  • 170 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.