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Summit Global Investments’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Summit Global Investments’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
2023
Q1 		– Sell
-8,853
Closed -$211K – 530
2022
Q4 		$211K Buy
+8,853
New +$211K 0.02% 442
2021
Q3 		– Sell
-10,212
Closed -$151K – 497
2021
Q2 		$151K Buy
+10,212
New +$144K 0.01% 545

Other funds holding FENY

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Global Investments's FENY Position: Q1 2023 in Review

Summit Global Investments sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2023, closing a stake of 8,853 shares — an estimated $211K sold.

Summit Global Investments first reported a position in FENY in Q2 2021 and held it in 2 quarters. The position peaked at $211K in Q4 2022. 190 funds tracked by Wall St. Rank hold FENY as of Q1 2023.

  • Summit Global Investments reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2023 after selling out during the quarter.
  • Summit Global Investments sold 8,853 Fidelity MSCI Energy Index ETF shares in Q1 2023, an estimated $211K.
  • Summit Global Investments first reported a position in Fidelity MSCI Energy Index ETF in Q2 2021 and held it in 2 quarters.
  • Summit Global Investments's Fidelity MSCI Energy Index ETF position peaked at $211K in Q4 2022.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2023.

Based on Summit Global Investments's 13F filing for Q1 2023, filed 4 May 2023.