Psagot Value Holdings’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Psagot Value Holdings’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 Q4	–	Sell	-28,480	Closed	-$566K	–	356
2022 Q3	$566K	Hold	28,480	–	–	0.16%	106
2022 Q2	$553K	Hold	28,480	–	–	0.13%	110
2022 Q1	$596K	Hold	28,480	–	–	0.13%	120
2021 Q4	$432K	Sell	28,480 -50,405	-64%	-$782K	0.08%	159
2021 Q3	$1.14M	Buy	78,885 +12,000	+18%	+$163K	0.2%	93
2021 Q2	$987K	Sell	66,885 -33,152	-33%	-$468K	0.04%	160
2021 Q1	$1.32M	Sell	100,037 -26,259	-21%	-$327K	0.03%	176
2020 Q4	$1.28M	Buy	+126,296	New	+$1.16M	0.03%	164

Other funds holding FENY

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Psagot Value Holdings's FENY Position: Q4 2022 in Review

Psagot Value Holdings sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2022, closing a stake of 28,480 shares — an estimated $566K sold.

Psagot Value Holdings first reported a position in FENY in Q4 2020 and held it in 8 quarters. The position peaked at $1.32M in Q1 2021. 191 funds tracked by Wall St. Rank hold FENY as of Q4 2022.

Psagot Value Holdings reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2022 after selling out during the quarter.
Psagot Value Holdings sold 28,480 Fidelity MSCI Energy Index ETF shares in Q4 2022, an estimated $566K.
Psagot Value Holdings first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and held it in 8 quarters.
Psagot Value Holdings's Fidelity MSCI Energy Index ETF position peaked at $1.32M in Q1 2021.
191 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.