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

Lake Point 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
2022 Q2	$1K	Hold	76	–	–	﹤0.01%	375
2022 Q1	$2K	Buy	76 +1	+1%	+$19	﹤0.01%	325
2021 Q4	$1K	Buy	75 +1	+1%	+$16	﹤0.01%	386
2021 Q3	$1K	Buy	74 +1	+1%	+$14	﹤0.01%	360
2021 Q2	$1K	Buy	+73	New	+$1.03K	﹤0.01%	371
2020 Q1	$1K	Buy	69 +1	+1%	+$13	﹤0.01%	317
2019 Q4	$1K	Buy	+68	New	+$1.07K	﹤0.01%	555
2019 Q2	$2K	Hold	93	–	–	﹤0.01%	530
2019 Q1	$2K	Buy	93 +1	+1%	+$18	﹤0.01%	528
2018 Q4	$1K	Buy	+92	New	+$1.71K	﹤0.01%	754

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Lake Point Wealth Management's FENY Position: Q2 2022 in Review

Lake Point Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q2 2022 at 76 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Lake Point Wealth Management first reported a position in FENY in Q4 2018 and has held it in 10 quarters since. The position peaked at $2K in Q1 2022. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

Lake Point Wealth Management held 76 shares of Fidelity MSCI Energy Index ETF worth $1K as of Q2 2022.
Lake Point Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q2 2022.
Fidelity MSCI Energy Index ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #375 holding.
Lake Point Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $2K in Q1 2022.
177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.