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Princeton Global Asset Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Princeton Global Asset Management’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
Q1 		– Sell
-167
Closed -$4K – 599
2022
Q4 		$4K Buy
+167
New +$3.99K ﹤0.01% 476

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HighTower Advisors
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Princeton Global Asset Management's FENY Position: Q1 2023 in Review

Princeton Global Asset Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2023, closing a stake of 167 shares — an estimated $4K sold.

Princeton Global Asset Management first reported a position in FENY in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 190 funds tracked by Wall St. Rank hold FENY as of Q1 2023.

  • Princeton Global Asset Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2023 after selling out during the quarter.
  • Princeton Global Asset Management sold 167 Fidelity MSCI Energy Index ETF shares in Q1 2023, an estimated $4K.
  • Princeton Global Asset Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2022 and held it in 1 quarter.
  • Princeton Global Asset Management's Fidelity MSCI Energy Index ETF position peaked at $4K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2023.

Based on Princeton Global Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.