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Jaffetilchin Investment Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-2,057
Closed -$49.5K – 673
2024
Q3 		$49.5K Buy
+2,057
New +$50.5K ﹤0.01% 587

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
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AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jaffetilchin Investment Partners's FENY Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2024, closing a stake of 2,057 shares — an estimated $49.5K sold.

Jaffetilchin Investment Partners first reported a position in FENY in Q3 2024 and held it in 1 quarter. The position peaked at $49.5K in Q3 2024. 223 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,057 Fidelity MSCI Energy Index ETF shares in Q4 2024, an estimated $49.5K.
  • Jaffetilchin Investment Partners first reported a position in Fidelity MSCI Energy Index ETF in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Fidelity MSCI Energy Index ETF position peaked at $49.5K in Q3 2024.
  • 223 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.