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Newbridge Financial Services Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Newbridge Financial Services 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
-238
Closed -$5.97K – 797
2024
Q2 		$5.97K Hold
238
– – ﹤0.01% 807
2024
Q1 		$6.16K Hold
238
– – ﹤0.01% 856
2023
Q4 		$5.48K Sell
238
-248
-51% -$5.84K ﹤0.01% 840
2023
Q3 		$12.1K Buy
486
+2
+0.4% +$48 0.01% 775
2023
Q2 		$10.7K Sell
484
-482
-50% -$10.6K 0.01% 870
2023
Q1 		$21.7K Buy
966
+7
+0.7% +$163 0.01% 684
2022
Q4 		$22.9K Buy
959
+6
+0.6% +$143 0.01% 676
2022
Q3 		$19K Buy
+953
New +$19.8K 0.01% 704

Other funds holding FENY

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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