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

Long Island 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
2024
Q1 		– Sell
-3,685
Closed -$85K – 188
2023
Q4 		$85K Buy
+3,685
New +$86.8K 0.06% 104

Other funds holding FENY

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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Long Island Wealth Management's FENY Position: Q1 2024 in Review

Long Island Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 3,685 shares — an estimated $85K sold.

Long Island Wealth Management first reported a position in FENY in Q4 2023 and held it in 1 quarter. The position peaked at $85K in Q4 2023. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • Long Island Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 3,685 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $85K.
  • Long Island Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $85K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.