WA
FENY icon

Win Advisors’s Fidelity MSCI Energy Index ETF FENY Stock Holding History

Win 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
2024
Q1 		– Sell
-128,365
Closed -$2.96M – 65
2023
Q4 		$2.96M Buy
+128,365
New +$3.02M 1.34% 22

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 $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
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 $26.4B AUM 21.05% 1-Year Est. Return

Win Advisors's FENY Position: Q1 2024 in Review

Win Advisors sold out of Fidelity MSCI Energy Index ETF (FENY) in Q1 2024, closing a stake of 128,365 shares — an estimated $2.96M sold.

Win Advisors first reported a position in FENY in Q4 2023 and held it in 1 quarter. The position peaked at $2.96M in Q4 2023. 209 funds tracked by Wall St. Rank hold FENY as of Q1 2024.

  • Win Advisors reported no remaining Fidelity MSCI Energy Index ETF position as of Q1 2024 after selling out during the quarter.
  • Win Advisors sold 128,365 Fidelity MSCI Energy Index ETF shares in Q1 2024, an estimated $2.96M.
  • Win Advisors first reported a position in Fidelity MSCI Energy Index ETF in Q4 2023 and held it in 1 quarter.
  • Win Advisors's Fidelity MSCI Energy Index ETF position peaked at $2.96M in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Fidelity MSCI Energy Index ETF as of Q1 2024.

Based on Win Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.