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	–	793
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Newbridge Financial Services Group's FENY Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q3 2024, closing a stake of 238 shares — an estimated $5.97K sold.

Newbridge Financial Services Group first reported a position in FENY in Q3 2022 and held it in 8 quarters. The position peaked at $22.9K in Q4 2022. 204 funds tracked by Wall St. Rank hold FENY as of Q3 2024.

Newbridge Financial Services Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 238 Fidelity MSCI Energy Index ETF shares in Q3 2024, an estimated $5.97K.
Newbridge Financial Services Group first reported a position in Fidelity MSCI Energy Index ETF in Q3 2022 and held it in 8 quarters.
Newbridge Financial Services Group's Fidelity MSCI Energy Index ETF position peaked at $22.9K in Q4 2022.
204 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.