Fidelity msci energy idx shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Fidelity msci energy idx (FENY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Fidelity msci energy idx
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci energy idx held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci energy idx by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $353k | 15k | 23.04 |
| 2023-09-30 | $381k | 15k | 24.91 |
| 2023-06-30 | $339k | 15k | 22.16 |
| 2023-03-31 | $346k | 15k | 22.44 |
| 2022-12-31 | $418k | 18k | 23.84 |
| 2022-09-30 | $554k | 28k | 19.84 |
| 2022-06-30 | $700k | 36k | 19.38 |
| 2022-03-31 | $948k | 45k | 20.92 |
| 2021-12-31 | $802k | 53k | 15.18 |
| 2021-09-30 | $873k | 61k | 14.41 |
| 2021-06-30 | $961k | 65k | 14.74 |
| 2021-03-31 | $1.0M | 76k | 13.24 |
| 2020-12-31 | $853k | 84k | 10.15 |
| 2020-09-30 | $577k | 73k | 7.90 |
More positions owned by Robertson Stephens Wealth Management
View all positions for Robertson Stephens Wealth Management