HM Payson & Co’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

HM Payson & Co’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 Q4	–	Sell	-1,000	Closed	-$24.9K	–	991
2023 Q3	$24.9K	Hold	1,000	–	–	﹤0.01%	698
2023 Q2	$22.2K	Hold	1,000	–	–	﹤0.01%	707
2023 Q1	$22.4K	Hold	1,000	–	–	﹤0.01%	694
2022 Q4	$23.8K	Hold	1,000	–	–	﹤0.01%	655
2022 Q3	$20K	Hold	1,000	–	–	﹤0.01%	699
2022 Q2	$19K	Hold	1,000	–	–	﹤0.01%	726
2022 Q1	$21K	Buy	+1,000	New	+$18.8K	﹤0.01%	735

Other funds holding FENY

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

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 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

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

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return