Lowe Wealth Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Lowe Wealth Advisors’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 Q3	–	Sell	-110	Closed	-$2.44K	–	325
2023 Q2	$2.44K	Hold	110	–	–	﹤0.01%	300
2023 Q1	$2.47K	Hold	110	–	–	﹤0.01%	292
2022 Q4	$2.62K	Hold	110	–	–	﹤0.01%	291
2022 Q3	$2K	Hold	110	–	–	﹤0.01%	295
2022 Q2	$2K	Hold	110	–	–	﹤0.01%	275
2022 Q1	$2K	Hold	110	–	–	﹤0.01%	286
2021 Q4	$2K	Hold	110	–	–	﹤0.01%	267
2021 Q3	$2K	Hold	110	–	–	﹤0.01%	255
2021 Q2	$2K	Hold	110	–	–	﹤0.01%	248
2021 Q1	$1K	Hold	110	–	–	﹤0.01%	258
2020 Q4	$1K	Hold	110	–	–	﹤0.01%	250
2020 Q3	$1K	Hold	110	–	–	﹤0.01%	246
2020 Q2	$1K	Hold	110	–	–	﹤0.01%	244
2020 Q1	$1K	Hold	110	–	–	﹤0.01%	267
2019 Q4	$2K	Hold	110	–	–	﹤0.01%	239
2019 Q3	$2K	Hold	110	–	–	﹤0.01%	230
2019 Q2	$2K	Buy	+110	New	+$1.92K	﹤0.01%	251

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Lowe Wealth Advisors's FENY Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2023, closing a stake of 110 shares — an estimated $2.44K sold.

Lowe Wealth Advisors first reported a position in FENY in Q2 2019 and held it in 17 quarters. The position peaked at $2.62K in Q4 2022. 188 funds tracked by Wall St. Rank hold FENY as of Q3 2023.

Lowe Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 110 Fidelity MSCI Energy Index ETF shares in Q3 2023, an estimated $2.44K.
Lowe Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q2 2019 and held it in 17 quarters.
Lowe Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $2.62K in Q4 2022.
188 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.