Gradient Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-1,940	Closed	-$48.7K	–	649
2024 Q2	$48.7K	Buy	+1,940	New	+$49.6K	﹤0.01%	501
2022 Q3	–	Sell	-48	Closed	-$1K	–	1399
2022 Q2	$1K	Buy	+48	New	+$1.05K	﹤0.01%	1124
2022 Q1	–	Sell	-9,622	Closed	-$146K	–	1227
2021 Q4	$146K	Hold	9,622	–	–	﹤0.01%	313
2021 Q3	$139K	Hold	9,622	–	–	﹤0.01%	327
2021 Q2	$142K	Hold	9,622	–	–	﹤0.01%	322
2021 Q1	$127K	Buy	+9,622	New	+$120K	﹤0.01%	330
2020 Q3	–	Sell	-57	Closed	-$1K	–	1164
2020 Q2	$1K	Buy	+57	New	+$553	﹤0.01%	970
2017 Q2	–	Sell	-135	Closed	-$3K	–	823
2017 Q1	$3K	Buy	+135	New	+$2.73K	﹤0.01%	656

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gradient Investments's FENY Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 1,940 shares — an estimated $48.7K sold.

Gradient Investments first reported a position in FENY in Q1 2017 and held it in 8 quarters. The position peaked at $146K in Q4 2021. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

Gradient Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 1,940 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $48.7K.
Gradient Investments first reported a position in Fidelity MSCI Energy Index ETF in Q1 2017 and held it in 8 quarters.
Gradient Investments's Fidelity MSCI Energy Index ETF position peaked at $146K in Q4 2021.
204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.