Fidelity msci energy idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Fidelity msci energy idx
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Quarterly reported holdings in Fidelity msci energy idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $715k | 30k | 24.08 |
| 2024-06-30 | $752k | 30k | 25.09 |
| 2024-03-31 | $779k | 30k | 25.87 |
| 2023-12-31 | $707k | 31k | 23.04 |
| 2023-09-30 | $767k | 31k | 24.91 |
| 2023-06-30 | $686k | 38k | 18.26 |
| 2023-03-31 | $292k | 7.3k | 40.06 |