PP
FENY icon

PFS Partners’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

PFS Partners’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
2023
Q4 		– Sell
-28
Closed -$698 – 473
2023
Q3 		$698 Sell
28
-142
-84% -$3.41K ﹤0.01% 434
2023
Q2 		$3.76K Sell
170
-65
-28% -$1.44K ﹤0.01% 383
2023
Q1 		$5.26K Buy
235
+2
+0.9% +$47 0.01% 276
2022
Q4 		$5.55K Buy
233
+2
+0.9% +$48 0.01% 263
2022
Q3 		$4.59K Buy
231
+2
+0.9% +$41 0.01% 257
2022
Q2 		$4.44K Buy
229
+2
+0.9% +$44 ﹤0.01% 256
2022
Q1 		$4.75K Sell
227
-288
-56% -$5.42K ﹤0.01% 260
2021
Q4 		$7.82K Buy
+515
New +$7.99K 0.01% 230

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return