Seven Springs Wealth Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Seven Springs Wealth 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 Q2	–	Sell	-820	Closed	-$11K	–	100
2021 Q1	$11K	Hold	820	–	–	0.01%	123
2020 Q4	$8K	Buy	820 +48	+6%	+$440	﹤0.01%	121
2020 Q3	$6K	Buy	772 +74	+11%	+$692	﹤0.01%	121
2020 Q2	$7K	Buy	+698	New	+$6.78K	﹤0.01%	120
2020 Q1	–	Sell	-6,046	Closed	-$97K	–	158
2019 Q4	$97K	Buy	+6,046	New	+$94.8K	0.07%	72

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

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

NAM

NorthCoast Asset Management Greenwich, Connecticut $2.74B AUM 25.44% 1-Year Est. Return

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

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

HWA

Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Seven Springs Wealth Group's FENY Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2021, closing a stake of 820 shares — an estimated $11K sold.

Seven Springs Wealth Group first reported a position in FENY in Q4 2019 and held it in 5 quarters. The position peaked at $97K in Q4 2019. 123 funds tracked by Wall St. Rank hold FENY as of Q2 2021.

Seven Springs Wealth Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 820 Fidelity MSCI Energy Index ETF shares in Q2 2021, an estimated $11K.
Seven Springs Wealth Group first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and held it in 5 quarters.
Seven Springs Wealth Group's Fidelity MSCI Energy Index ETF position peaked at $97K in Q4 2019.
123 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.