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Jackson Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jackson 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
2023
Q2 		– Sell
-12,991
Closed -$292K – 125
2023
Q1 		$292K Buy
+12,991
New +$302K 0.22% 103

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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 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jackson Wealth Management's FENY Position: Q2 2023 in Review

Jackson Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2023, closing a stake of 12,991 shares — an estimated $292K sold.

Jackson Wealth Management first reported a position in FENY in Q1 2023 and held it in 1 quarter. The position peaked at $292K in Q1 2023. 173 funds tracked by Wall St. Rank hold FENY as of Q2 2023.

  • Jackson Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2023 after selling out during the quarter.
  • Jackson Wealth Management sold 12,991 Fidelity MSCI Energy Index ETF shares in Q2 2023, an estimated $292K.
  • Jackson Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2023 and held it in 1 quarter.
  • Jackson Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $292K in Q1 2023.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2023.

Based on Jackson Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.