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Spearhead Capital Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Spearhead Capital 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
2022
Q3 		$229K Hold
11,523
– – 0.25% 92
2022
Q2 		$224K Hold
11,523
– – 0.03% 158
2022
Q1 		$241K Buy
+11,523
New +$217K 0.03% 167

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Spearhead Capital Advisors's FENY Position: Q3 2022 in Review

Spearhead Capital Advisors held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q3 2022 at 11,523 shares worth $229K. The position accounts for 0.25% of the portfolio, ranked #92.

Spearhead Capital Advisors first reported a position in FENY in Q1 2022 and has held it in 3 quarters since. The position peaked at $241K in Q1 2022. 164 funds tracked by Wall St. Rank hold FENY as of Q3 2022.

  • Spearhead Capital Advisors held 11,523 shares of Fidelity MSCI Energy Index ETF worth $229K as of Q3 2022.
  • Spearhead Capital Advisors left its Fidelity MSCI Energy Index ETF share count unchanged in Q3 2022.
  • Fidelity MSCI Energy Index ETF made up 0.25% of Spearhead Capital Advisors's portfolio in Q3 2022, its #92 holding.
  • Spearhead Capital Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q1 2022 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's Fidelity MSCI Energy Index ETF position peaked at $241K in Q1 2022.
  • 164 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.