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Leuthold Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Leuthold 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
Q3 		– Sell
-76,534
Closed -$1.92M – 183
2024
Q2 		$1.92M Buy
76,534
+668
+0.9% +$17.1K 0.22% 124
2024
Q1 		$1.96M Buy
75,866
+2,677
+4% +$63K 0.22% 123
2023
Q4 		$1.69M Buy
73,189
+2,237
+3% +$52.7K 0.21% 118
2023
Q3 		$1.77M Sell
70,952
-573
-0.8% -$13.8K 0.25% 121
2023
Q2 		$1.58M Sell
71,525
-72,055
-50% -$1.59M 0.21% 135
2023
Q1 		$3.22M Sell
143,580
-64,325
-31% -$1.5M 0.43% 95
2022
Q4 		$4.96M Buy
207,905
+68,722
+49% +$1.64M 0.67% 53
2022
Q3 		$2.76M Buy
139,183
+38,318
+38% +$795K 0.42% 95
2022
Q2 		$1.96M Buy
100,865
+26,965
+36% +$589K 0.28% 120
2022
Q1 		$1.55M Buy
73,900
+6,354
+9% +$120K 0.2% 120
2021
Q4 		$1.02M Buy
+67,546
New +$1.05M 0.12% 126

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B 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
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return