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Fidelity msci energy idx shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Fidelity msci energy idx

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fidelity msci energy idx by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $254k 11k 24.08
2024-03-31 $287k 11k 25.87
2023-12-31 $218k 9.5k 23.04

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Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
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Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

Top funds holding Fidelity msci energy idx

Lido Advisors
Commonwealth Equity Services
Envestnet Asset Management
HighTower Advisors
Northwestern Mutual Wealth Management Company
Yarbrough Capital
Agf Management
Kestra Advisory Services
Wells Fargo & Company
LPL Financial
Cetera Investment Advisers
Cutler Capital Management
Financial Partners Group
Private Advisor
Advisor Group Holdings

View all funds holding Fidelity msci energy idx