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Fidelity msci energy idx shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Fidelity msci energy idx

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

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Quarterly reported holdings in Fidelity msci energy idx by Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $392k 16k 24.08
2024-06-30 $365k 15k 25.10
2024-03-31 $363k 14k 25.89
2023-12-31 $210k 9.1k 23.05

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Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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