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NewEdge Advisors’s Fidelity Clean Energy ETF FRNW Stock Holding History

NewEdge Advisors’s Portfolio FRNW Stock Details FRNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$3.27K – 3685
2022
Q4 		$3.27K Buy
+150
New +$3.25K ﹤0.01% 2719

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Jane Street
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's FRNW Position: Q1 2023 in Review

NewEdge Advisors sold out of Fidelity Clean Energy ETF (FRNW) in Q1 2023, closing a stake of 150 shares — an estimated $3.27K sold.

NewEdge Advisors first reported a position in FRNW in Q4 2022 and held it in 1 quarter. The position peaked at $3.27K in Q4 2022. 10 funds tracked by Wall St. Rank hold FRNW as of Q1 2023.

  • NewEdge Advisors reported no remaining Fidelity Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 150 Fidelity Clean Energy ETF shares in Q1 2023, an estimated $3.27K.
  • NewEdge Advisors first reported a position in Fidelity Clean Energy ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Fidelity Clean Energy ETF position peaked at $3.27K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held Fidelity Clean Energy ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.