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

Ten Capital Wealth 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
2021
Q4 		– Sell
-2,741
Closed -$39K – 482
2021
Q3 		$39K Buy
+2,741
New +$37.2K 0.02% 150

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Lido Advisors
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Envestnet Asset Management
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VC
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HWA
Hilltop Wealth Advisors Chapel Hill, North Carolina $202M AUM 24.55% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.34B AUM 34.79% 1-Year Est. Return

Ten Capital Wealth Advisors's FENY Position: Q4 2021 in Review

Ten Capital Wealth Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q4 2021, closing a stake of 2,741 shares — an estimated $39K sold.

Ten Capital Wealth Advisors first reported a position in FENY in Q3 2021 and held it in 1 quarter. The position peaked at $39K in Q3 2021. 149 funds tracked by Wall St. Rank hold FENY as of Q4 2021.

  • Ten Capital Wealth Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q4 2021 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 2,741 Fidelity MSCI Energy Index ETF shares in Q4 2021, an estimated $39K.
  • Ten Capital Wealth Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q3 2021 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Fidelity MSCI Energy Index ETF position peaked at $39K in Q3 2021.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q4 2021.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.