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

Halpern 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
2024
Q3 		– Sell
-500
Closed -$12.5K – 234
2024
Q2 		$12.5K Hold
500
– – ﹤0.01% 148
2024
Q1 		$13.3K Hold
500
– – ﹤0.01% 154
2023
Q4 		$11.8K Buy
+500
New +$11.8K ﹤0.01% 178

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Halpern Financial's FENY Position: Q3 2024 in Review

Halpern Financial sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 500 shares — an estimated $12.5K sold.

Halpern Financial first reported a position in FENY in Q4 2023 and held it in 3 quarters. The position peaked at $13.3K in Q1 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Halpern Financial reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 500 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $12.5K.
  • Halpern Financial first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 3 quarters.
  • Halpern Financial's Fidelity MSCI Energy Index ETF position peaked at $13.3K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.