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Spectrum Management Group’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Spectrum Management 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
2022
Q2 		– Sell
-11
Closed – – 258
2022
Q1 		$0 Sell
11
-7
-39% -$132 ﹤0.01% 329
2021
Q4 		$0 Sell
18
-7
-28% -$109 ﹤0.01% 349
2021
Q3 		$0 Sell
25
-11
-31% -$149 ﹤0.01% 399
2021
Q2 		$1K Buy
+36
New +$508 ﹤0.01% 249

Other funds holding FENY

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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
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $2.85B AUM 36.22% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Spectrum Management Group's FENY Position: Q2 2022 in Review

Spectrum Management Group sold out of Fidelity MSCI Energy Index ETF (FENY) in Q2 2022, closing a stake of 11 shares.

Spectrum Management Group first reported a position in FENY in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 177 funds tracked by Wall St. Rank hold FENY as of Q2 2022.

  • Spectrum Management Group reported no remaining Fidelity MSCI Energy Index ETF position as of Q2 2022 after selling out during the quarter.
  • Spectrum Management Group sold 11 Fidelity MSCI Energy Index ETF shares in Q2 2022.
  • Spectrum Management Group first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and held it in 4 quarters.
  • Spectrum Management Group's Fidelity MSCI Energy Index ETF position peaked at $1K in Q2 2021.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q2 2022.

Based on Spectrum Management Group's 13F filing for Q2 2022, filed 29 Jul 2022.