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Plante Moran Financial Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Plante Moran Financial Advisors’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
-451
Closed -$11.2K – 836
2023
Q3 		$11.2K Buy
+451
New +$10.8K ﹤0.01% 517
2023
Q2 		– Sell
-437
Closed -$9.81K – 822
2023
Q1 		$9.81K Hold
437
– – ﹤0.01% 566
2022
Q4 		$10.4K Buy
+437
New +$10.4K ﹤0.01% 576
2020
Q4 		– Sell
-1,400
Closed -$11K – 914
2020
Q3 		$11K Buy
+1,400
New +$13.1K ﹤0.01% 589

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Plante Moran Financial Advisors's FENY Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2023, closing a stake of 451 shares — an estimated $11.2K sold.

Plante Moran Financial Advisors first reported a position in FENY in Q3 2020 and held it in 4 quarters. The position peaked at $11.2K in Q3 2023. 198 funds tracked by Wall St. Rank hold FENY as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 451 Fidelity MSCI Energy Index ETF shares in Q4 2023, an estimated $11.2K.
  • Plante Moran Financial Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2020 and held it in 4 quarters.
  • Plante Moran Financial Advisors's Fidelity MSCI Energy Index ETF position peaked at $11.2K in Q3 2023.
  • 198 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.