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J. Arnold Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

J. Arnold Wealth Management’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
2021
Q4 		– Sell
-676
Closed -$10K – 59
2021
Q3 		$10K Sell
676
-1,002
-60% -$13.6K ﹤0.01% 58
2021
Q2 		$25K Buy
1,678
+440
+36% +$6.21K 0.01% 76
2021
Q1 		$17K Buy
1,238
+13
+1% +$162 0.01% 76
2020
Q4 		$12K Buy
+1,225
New +$11.2K 0.01% 72

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HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

J. Arnold Wealth Management's FENY Position: Q4 2021 in Review

J. Arnold Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2021, closing a stake of 676 shares — an estimated $10K sold.

J. Arnold Wealth Management first reported a position in FENY in Q4 2020 and held it in 4 quarters. The position peaked at $25K in Q2 2021. 149 funds tracked by Wall St. Rank hold FENY as of Q4 2021.

  • J. Arnold Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2021 after selling out during the quarter.
  • J. Arnold Wealth Management sold 676 Fidelity MSCI Energy Index ETF shares in Q4 2021, an estimated $10K.
  • J. Arnold Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and held it in 4 quarters.
  • J. Arnold Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $25K in Q2 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2021.

Based on J. Arnold Wealth Management's 13F filing for Q4 2021, filed 16 Feb 2022.