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Realta Investment Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Realta Investment 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
2024
Q2 		– Sell
-4,070
Closed -$105K – 794
2024
Q1 		$105K Buy
+4,070
New +$95.8K 0.02% 474

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's FENY Position: Q2 2024 in Review

Realta Investment Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2024, closing a stake of 4,070 shares — an estimated $105K sold.

Realta Investment Advisors first reported a position in FENY in Q1 2024 and held it in 1 quarter. The position peaked at $105K in Q1 2024. 203 funds tracked by Wall St. Rank hold FENY as of Q2 2024.

  • Realta Investment Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 4,070 Fidelity MSCI Energy Index ETF shares in Q2 2024, an estimated $105K.
  • Realta Investment Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2024 and held it in 1 quarter.
  • Realta Investment Advisors's Fidelity MSCI Energy Index ETF position peaked at $105K in Q1 2024.
  • 203 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2024.

Based on Realta Investment Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.