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Mowery & Schoenfeld Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Mowery & Schoenfeld 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
Q3 		– Sell
-13,700
Closed -$344K – 241
2024
Q2 		$344K Buy
13,700
+9,134
+200% +$234K 0.49% 27
2024
Q1 		$118K Buy
+4,566
New +$107K 0.23% 48

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

Mowery & Schoenfeld Wealth Management's FENY Position: Q3 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 13,700 shares — an estimated $344K sold.

Mowery & Schoenfeld Wealth Management first reported a position in FENY in Q1 2024 and held it in 2 quarters. The position peaked at $344K in Q2 2024. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 13,700 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $344K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $344K in Q2 2024.
  • 204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.