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Sugarloaf Wealth Management’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Sugarloaf Wealth 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
Q4 		$238 Hold
10
– – ﹤0.01% 672
2024
Q3 		$241 Hold
10
– – ﹤0.01% 657
2024
Q2 		$251 Hold
10
– – ﹤0.01% 638
2024
Q1 		$259 Hold
10
– – ﹤0.01% 651
2023
Q4 		$230 Hold
10
– – ﹤0.01% 660
2023
Q3 		$249 Hold
10
– – ﹤0.01% 658
2023
Q2 		$222 Hold
10
– – ﹤0.01% 670
2023
Q1 		$224 Hold
10
– – ﹤0.01% 677
2022
Q4 		$238 Hold
10
– – ﹤0.01% 754
2022
Q3 		$1K Hold
10
– – ﹤0.01% 763
2022
Q2 		$0 Hold
10
– – ﹤0.01% 795
2022
Q1 		$0 Hold
10
– – ﹤0.01% 728
2021
Q4 		$0 Hold
10
– – ﹤0.01% 756
2021
Q3 		$0 Hold
10
– – ﹤0.01% 775
2021
Q2 		$0 Sell
10
-431
-98% -$6.08K ﹤0.01% 766
2021
Q1 		$0 Buy
441
+431
+4,310% +$5.37K ﹤0.01% 759
2020
Q4 		$0 Hold
10
– – ﹤0.01% 733
2020
Q3 		$0 Hold
10
– – ﹤0.01% 692
2020
Q2 		$0 Hold
10
– – ﹤0.01% 689
2020
Q1 		$0 Hold
10
– – ﹤0.01% 704
2019
Q4 		$0 Buy
+10
New +$157 ﹤0.01% 698

Other funds holding FENY

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sugarloaf Wealth Management's FENY Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Fidelity MSCI Energy Index ETF (FENY) position steady in Q4 2024 at 10 shares worth $238. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Sugarloaf Wealth Management first reported a position in FENY in Q4 2019 and has held it in 21 quarters since. The position peaked at $1K in Q3 2022. 222 funds tracked by Wall St. Rank hold FENY as of Q4 2024.

  • Sugarloaf Wealth Management held 10 shares of Fidelity MSCI Energy Index ETF worth $238 as of Q4 2024.
  • Sugarloaf Wealth Management left its Fidelity MSCI Energy Index ETF share count unchanged in Q4 2024.
  • Fidelity MSCI Energy Index ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #672 holding.
  • Sugarloaf Wealth Management first reported a position in Fidelity MSCI Energy Index ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Fidelity MSCI Energy Index ETF position peaked at $1K in Q3 2022.
  • 222 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.