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Investment Research & Advisory Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Investment Research & Advisory Group’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
Q1 		– Sell
-40
Closed -$922 – 215
2023
Q4 		$922 Buy
+40
New +$942 ﹤0.01% 197

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Investment Research & Advisory Group's FENY Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 40 shares — an estimated $922 sold.

Investment Research & Advisory Group first reported a position in FENY in Q4 2023 and held it in 1 quarter. The position peaked at $922 in Q4 2023. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 40 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $922.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $922 in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.