Hyperion Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Hyperion Capital Advisors’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 Q2	–	Sell	-37,500	Closed	-$970K	–	110
2024 Q1	$970K	Hold	37,500	–	–	0.46%	25
2023 Q4	$864K	Hold	37,500	–	–	0.47%	26
2023 Q3	$934K	Hold	37,500	–	–	0.51%	27
2023 Q2	$831K	Hold	37,500	–	–	0.45%	27
2023 Q1	$842K	Hold	37,500	–	–	0.4%	28
2022 Q4	$894K	Hold	37,500	–	–	0.44%	27
2022 Q3	$745K	Hold	37,500	–	–	0.37%	29
2022 Q2	$728K	Buy	+37,500	New	+$819K	0.34%	31

Other funds holding FENY

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hyperion Capital Advisors's FENY Position: Q2 2024 in Review

Hyperion Capital Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2024, closing a stake of 37,500 shares — an estimated $970K sold.

Hyperion Capital Advisors first reported a position in FENY in Q2 2022 and held it in 8 quarters. The position peaked at $970K in Q1 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2024.

Hyperion Capital Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2024 after selling out during the quarter.
Hyperion Capital Advisors sold 37,500 Fidelity MSCI Energy Index ETF shares in Q2 2024, an estimated $970K.
Hyperion Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2022 and held it in 8 quarters.
Hyperion Capital Advisors's Fidelity MSCI Energy Index ETF position peaked at $970K in Q1 2024.
203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2024.

Based on Hyperion Capital Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.