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

Glen Eagle 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
Q3 		– Sell
-202
Closed -$4.48K – 1046
2023
Q2 		$4.48K Hold
202
– – ﹤0.01% 753
2023
Q1 		$4.53K Hold
202
– – ﹤0.01% 732
2022
Q4 		$4.82K Buy
+202
New +$4.82K ﹤0.01% 718

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Lido Advisors
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Glen Eagle Advisors's FENY Position: Q3 2023 in Review

Glen Eagle Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2023, closing a stake of 202 shares — an estimated $4.48K sold.

Glen Eagle Advisors first reported a position in FENY in Q4 2022 and held it in 3 quarters. The position peaked at $4.82K in Q4 2022. 188 funds tracked by Wall St. Rank hold FENY as of Q3 2023.

  • Glen Eagle Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 202 Fidelity MSCI Energy Index ETF shares in Q3 2023, an estimated $4.48K.
  • Glen Eagle Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 3 quarters.
  • Glen Eagle Advisors's Fidelity MSCI Energy Index ETF position peaked at $4.82K in Q4 2022.
  • 188 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2023.

Based on Glen Eagle Advisors's 13F filing for Q3 2023, filed 13 Aug 2024.