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Stone House Investment Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Stone House Investment Management’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
Q1 		– Sell
-636
Closed -$14.7K – 411
2023
Q4 		$14.7K Sell
636
-1,083
-63% -$25.5K 0.01% 143
2023
Q3 		$42.8K Sell
1,719
-8,052
-82% -$193K 0.01% 87
2023
Q2 		$217K Buy
9,771
+176
+2% +$3.89K 0.08% 35
2023
Q1 		$215K Sell
9,595
-11,900
-55% -$277K 0.07% 36
2022
Q4 		$512K Buy
21,495
+6,577
+44% +$157K 0.18% 31
2022
Q3 		$296K Sell
14,918
-150,695
-91% -$3.13M 0.14% 33
2022
Q2 		$3.21M Sell
165,613
-50,691
-23% -$1.11M 1.45% 15
2022
Q1 		$4.53M Sell
216,304
-37,478
-15% -$705K 1.54% 13
2021
Q4 		$3.85M Sell
253,782
-40,742
-14% -$632K 1.32% 18
2021
Q3 		$4.34M Buy
294,524
+35
+0% +$475 1.69% 16
2021
Q2 		$4.34M Buy
+294,489
New +$4.16M 1.69% 16
2020
Q2 		– Sell
-12,183
Closed -$92K – 34
2020
Q1 		$92K Buy
+12,183
New +$152K 0.05% 31

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 $79.5B AUM 27.1% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Stone House Investment Management's FENY Position: Q1 2024 in Review

Stone House Investment Management sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 636 shares — an estimated $14.7K sold.

Stone House Investment Management first reported a position in FENY in Q1 2020 and held it in 12 quarters. The position peaked at $4.53M in Q1 2022. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • Stone House Investment Management reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
  • Stone House Investment Management sold 636 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $14.7K.
  • Stone House Investment Management first reported a position in Fidelity MSCI Energy Index ETF in Q1 2020 and held it in 12 quarters.
  • Stone House Investment Management's Fidelity MSCI Energy Index ETF position peaked at $4.53M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.