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Fidelity msci energy idx shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Fidelity msci energy idx

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All positions including Fidelity msci energy idx held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci energy idx by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $608k 25k 24.08
2024-06-30 $1.6M 63k 25.09
2024-03-31 $1.8M 69k 25.87
2023-12-31 $1.5M 66k 23.04
2023-09-30 $1.6M 63k 24.91
2023-06-30 $691k 31k 22.16
2023-03-31 $695k 31k 22.44
2022-12-31 $925k 39k 23.80
2022-09-30 $790k 40k 19.85
2022-06-30 $636k 33k 19.40
2022-03-31 $452k 22k 20.96