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Householder Group Estate & Retirement Specialist’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Householder Group Estate & Retirement Specialist’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
-27
Closed -$673 – 1197
2023
Q3 		$673 Buy
+27
New +$649 ﹤0.01% 1172

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Envestnet Asset Management
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Wells Fargo
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HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
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AWM
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Householder Group Estate & Retirement Specialist's FENY Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2023, closing a stake of 27 shares — an estimated $673 sold.

Householder Group Estate & Retirement Specialist first reported a position in FENY in Q3 2023 and held it in 1 quarter. The position peaked at $673 in Q3 2023. 198 funds tracked by Wall St. Rank hold FENY as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 27 Fidelity MSCI Energy Index ETF shares in Q4 2023, an estimated $673.
  • Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Energy Index ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Fidelity MSCI Energy Index ETF position peaked at $673 in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.