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

Mather 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
-1,038
Closed -$26.9K – 1863
2024
Q2 		$26.9K Buy
+1,038
New +$26.5K ﹤0.01% 1190

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's FENY Position: Q3 2024 in Review

Mather Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 1,038 shares — an estimated $26.9K sold.

Mather Group first reported a position in FENY in Q2 2024 and held it in 1 quarter. The position peaked at $26.9K in Q2 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Mather Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 1,038 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $26.9K.
  • Mather Group first reported a position in Fidelity MSCI Energy Index ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's Fidelity MSCI Energy Index ETF position peaked at $26.9K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.