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Safeguard Investment Advisory Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-63
Closed – – 283
2020
Q4 		$0 Buy
+63
New +$577 ﹤0.01% 737

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KAS
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NAM
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BFA
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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Safeguard Investment Advisory Group's FENY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2021, closing a stake of 63 shares.

Safeguard Investment Advisory Group first reported a position in FENY in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 120 funds tracked by Wall St. Rank hold FENY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 63 Fidelity MSCI Energy Index ETF shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Fidelity MSCI Energy Index ETF position peaked at $0 in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.