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Winthrop Capital Management’s Fidelity Enhanced International ETF FENI Stock Holding History

Winthrop Capital Management’s Portfolio FENI Stock Details FENI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-26
Closed -$1K – 164
2024
Q2 		$1K Hold
26
– – ﹤0.01% 144
2024
Q1 		$1K Buy
+26
New +$708 ﹤0.01% 148

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FFA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
GL
Gerber LLC Columbus, Ohio $213M AUM 25.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

Winthrop Capital Management's FENI Position: Q3 2024 in Review

Winthrop Capital Management sold out of Fidelity Enhanced International ETF (FENI) in Q3 2024, closing a stake of 26 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in FENI in Q1 2024 and held it in 2 quarters. The position peaked at $1K in Q2 2024. 113 funds tracked by Wall St. Rank hold FENI as of Q3 2024.

  • Winthrop Capital Management reported no remaining Fidelity Enhanced International ETF position as of Q3 2024 after selling out during the quarter.
  • Winthrop Capital Management sold 26 Fidelity Enhanced International ETF shares in Q3 2024, an estimated $1K.
  • Winthrop Capital Management first reported a position in Fidelity Enhanced International ETF in Q1 2024 and held it in 2 quarters.
  • Winthrop Capital Management's Fidelity Enhanced International ETF position peaked at $1K in Q2 2024.
  • 113 funds tracked by Wall St. Rank held Fidelity Enhanced International ETF as of Q3 2024.

Based on Winthrop Capital Management's 13F filing for Q3 2024, filed 4 Nov 2024.