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Personal CFO Solutions’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Personal CFO Solutions’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
2022
Q2 		– Sell
-253,850
Closed -$5.32M – 457
2022
Q1 		$5.32M Buy
+253,850
New +$4.77M 1.05% 19
2020
Q1 		– Sell
-188,705
Closed -$3.02M – 312
2019
Q4 		$3.02M Sell
188,705
-5,409
-3% -$84.8K 0.87% 22
2019
Q3 		$3.06M Buy
+194,114
New +$3.14M 1.22% 15

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Personal CFO Solutions's FENY Position: Q2 2022 in Review

Personal CFO Solutions sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2022, closing a stake of 253,850 shares — an estimated $5.32M sold.

Personal CFO Solutions first reported a position in FENY in Q3 2019 and held it in 3 quarters. The position peaked at $5.32M in Q1 2022. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 253,850 Fidelity MSCI Energy Index ETF shares in Q2 2022, an estimated $5.32M.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Energy Index ETF in Q3 2019 and held it in 3 quarters.
  • Personal CFO Solutions's Fidelity MSCI Energy Index ETF position peaked at $5.32M in Q1 2022.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.