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

Hoey 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
2022
Q3 		– Sell
-254
Closed -$5K – 322
2022
Q2 		$5K Buy
254
+2
+0.8% +$44 ﹤0.01% 213
2022
Q1 		$5K Buy
+252
New +$4.74K ﹤0.01% 201

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Hoey Investments's FENY Position: Q3 2022 in Review

Hoey Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2022, closing a stake of 254 shares — an estimated $5K sold.

Hoey Investments first reported a position in FENY in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q2 2022. 164 funds tracked by Wall St. Rank hold FENY as of Q3 2022.

  • Hoey Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2022 after selling out during the quarter.
  • Hoey Investments sold 254 Fidelity MSCI Energy Index ETF shares in Q3 2022, an estimated $5K.
  • Hoey Investments first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and held it in 2 quarters.
  • Hoey Investments's Fidelity MSCI Energy Index ETF position peaked at $5K in Q2 2022.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2022.

Based on Hoey Investments's 13F filing for Q3 2022, filed 14 Nov 2022.