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HBC Financial Services’s Fidelity Enhanced International ETF FENI Stock Holding History

HBC Financial Services’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-75
Closed -$2K – 163
2024
Q1 		$2K Hold
75
– – ﹤0.01% 144
2023
Q4 		$1K Buy
+75
New +$1.92K ﹤0.01% 149

Other funds holding FENI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $394M AUM 18.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $294M AUM 21.39% 1-Year Est. Return

HBC Financial Services's FENI Position: Q2 2024 in Review

HBC Financial Services sold out of Fidelity Enhanced International ETF (FENI) in Q2 2024, closing a stake of 75 shares — an estimated $2K sold.

HBC Financial Services first reported a position in FENI in Q4 2023 and held it in 2 quarters. The position peaked at $2K in Q1 2024. 111 funds tracked by Wall St. Rank hold FENI as of Q2 2024.

  • HBC Financial Services reported no remaining Fidelity Enhanced International ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 75 Fidelity Enhanced International ETF shares in Q2 2024, an estimated $2K.
  • HBC Financial Services first reported a position in Fidelity Enhanced International ETF in Q4 2023 and held it in 2 quarters.
  • HBC Financial Services's Fidelity Enhanced International ETF position peaked at $2K in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.