OWMIAS
FENY icon

One Wealth Management Investment & Advisory Services’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q1 		– Sell
-10,533
Closed -$243K – 149
2023
Q4 		$243K Buy
+10,533
New +$248K 0.11% 105

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's FENY Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 10,533 shares — an estimated $243K sold.

One Wealth Management Investment & Advisory Services first reported a position in FENY in Q4 2023 and held it in 1 quarter. The position peaked at $243K in Q4 2023. 210 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 10,533 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $243K.
  • One Wealth Management Investment & Advisory Services first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 1 quarter.
  • One Wealth Management Investment & Advisory Services's Fidelity MSCI Energy Index ETF position peaked at $243K in Q4 2023.
  • 210 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.