Global Wealth Management Investment Advisory’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Global Wealth Management Investment Advisory’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
2021 Q4	–	Sell	-1,680	Closed	-$24K	–	469
2021 Q3	$24K	Buy	+1,680	New	+$22.8K	0.01%	249
2019 Q3	–	Sell	-300	Closed	-$5K	–	663
2019 Q2	$5K	Buy	300 +298	+14,900%	+$5.19K	﹤0.01%	438
2019 Q1	$0	Buy	+2	New	+$35	﹤0.01%	701

Other funds holding FENY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $167M AUM 18.27% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return

Global Wealth Management Investment Advisory's FENY Position: Q4 2021 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2021, closing a stake of 1,680 shares — an estimated $24K sold.

Global Wealth Management Investment Advisory first reported a position in FENY in Q1 2019 and held it in 3 quarters. The position peaked at $24K in Q3 2021. 149 funds tracked by Wall St. Rank hold FENY as of Q4 2021.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 1,680 Fidelity MSCI Energy Index ETF shares in Q4 2021, an estimated $24K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Energy Index ETF in Q1 2019 and held it in 3 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Energy Index ETF position peaked at $24K in Q3 2021.
149 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2021, filed 15 Feb 2022.