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Fidelity msci energy idx shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $29k 1.2k 23.84
2024-09-30 $29k 1.2k 24.08

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View all positions for Sage Mountain Advisors

Top funds holding Fidelity msci energy idx

FMR
Lido Advisors
Commonwealth Equity Services
HighTower Advisors
Agf Management
Northwestern Mutual Wealth Management Company
LPL Financial
Yarbrough Capital
Wells Fargo & Company
Envestnet Asset Management
UBS Group
Cutler Capital Management
Goss Wealth Management
Morgan Stanley
Bank of America Corporation

View all funds holding Fidelity msci energy idx